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 IndexYRTO-1.0%-3.4%-13.5%12.4%
Yorkville Royalty Trust Universe IndexYRTU-1.3%-2.4%-6.0%21.0%
S&P 500SPX-0.1%-2.2%1.8%15.6%

* Annualized Total Returns as of 5/17/2019

Portfolio Characteristics*
Yield  10.5%
# of Constituents  6
Market Capitalization (Total)  $842
Market Capitalization (Average)  $140
Market Capitalization (Median)  $96

* as of 5/17/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  50.8%
SandRidge Permian Trust  13.1%
MV Oil Trust  11.6%
Voc Energy Trust  11.2%
Pacific Coast Oil Trust  9.9%
Whiting USA Trust II  3.5%