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 IndexYRTO0.0%3.1%-2.2%3.2%
Yorkville Royalty Trust Universe IndexYRTU0.0%3.5%3.6%13.4%
S&P 500SPX0.0%1.2%3.6%13.3%

* Annualized Total Returns as of 9/15/2017

Portfolio Characteristics*
Yield  15.9%
# of Constituents  6
Market Capitalization (Total)  $785
Market Capitalization (Average)  $131
Market Capitalization (Median)  $61

* as of 9/15/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  56.1%
SandRidge Permian Trust  18.5%
Pacific Coast Oil Trust  8.0%
MV Oil Trust  7.7%
Voc Energy Trust  7.3%
Whiting USA Trust II  2.4%