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%2.5%-19.1%-23.0%
Yorkville Royalty Trust Universe IndexYRTU0.0%2.1%-15.8%-5.1%
S&P 500SPX0.0%2.9%2.7%21.7%

* Annualized Total Returns as of 9/13/2019

Portfolio Characteristics*
Yield  21.0%
# of Constituents  6
Market Capitalization (Total)  $552
Market Capitalization (Average)  $92
Market Capitalization (Median)  $86

* as of 9/13/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  36.1%
MV Oil Trust  15.9%
Voc Energy Trust  15.9%
SandRidge Permian Trust  15.1%
Pacific Coast Oil Trust  13.9%
Whiting USA Trust II  3.1%