Yorkvillle Royalty Trust Oil Index

The Yorkville Royalty Trust Oil Index is a market capitalization weighted index, consisting of the entire universe of royalty trusts involved primarily in oil production.

Performance
 

+ Since: 12/31/1999

Short-Term
Long-Term
Name Ticker WTD MTD QTD YTD
Yorkvillle Royalty Trust Oil IndexYRTO1.7%10.5%10.5%7.2%
Yorkville Royalty Trust Universe IndexYRTU0.7%6.4%6.4%13.6%
S&P 500SPX0.0%-0.5%-0.5%5.5%

* Annualized Total Returns as of 4/24/2017

Portfolio Characteristics*
Yield  18.6%
# of Constituents  6
Market Capitalization (Total)  $864
Market Capitalization (Average)  $144
Market Capitalization (Median)  $84

* as of 4/24/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  48.6%
SandRidge Permian Trust  20.6%
Voc Energy Trust  9.6%
Pacific Coast Oil Trust  9.6%
MV Oil Trust  9.3%
Whiting USA Trust II  2.2%