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-0.6%2.0%-4.4%5.2%
Yorkville Royalty Trust Universe IndexYRTU-0.4%1.1%0.0%21.4%
S&P 500SPX0.0%0.3%2.6%17.3%

* Annualized Total Returns as of 11/17/2017

Portfolio Characteristics*
Yield  12.4%
# of Constituents  6
Market Capitalization (Total)  $780
Market Capitalization (Average)  $130
Market Capitalization (Median)  $67

* as of 11/17/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  53.6%
SandRidge Permian Trust  18.3%
Voc Energy Trust  9.0%
MV Oil Trust  8.2%
Pacific Coast Oil Trust  8.2%
Whiting USA Trust II  2.6%