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 IndexYRTO1.4%0.8%8.3%5.1%
Yorkville Royalty Trust Universe IndexYRTU0.4%1.3%5.4%12.5%
S&P 500SPX1.5%1.5%2.6%8.8%

* Annualized Total Returns as of 5/26/2017

Portfolio Characteristics*
Yield  19.3%
# of Constituents  6
Market Capitalization (Total)  $832
Market Capitalization (Average)  $139
Market Capitalization (Median)  $75

* as of 5/26/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  51.1%
SandRidge Permian Trust  19.7%
Pacific Coast Oil Trust  9.1%
Voc Energy Trust  8.9%
MV Oil Trust  8.5%
Whiting USA Trust II  2.7%