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%-0.8%-0.8%4.6%
Yorkville Royalty Trust Universe IndexYRTU0.0%-0.4%-0.4%9.1%
S&P 500SPX0.0%1.6%1.6%11.0%

* Annualized Total Returns as of 7/14/2017

Portfolio Characteristics*
Yield  18.2%
# of Constituents  6
Market Capitalization (Total)  $808
Market Capitalization (Average)  $135
Market Capitalization (Median)  $69

* as of 7/14/2017

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  53.2%
SandRidge Permian Trust  19.2%
Voc Energy Trust  9.2%
MV Oil Trust  8.1%
Pacific Coast Oil Trust  7.9%
Whiting USA Trust II  2.4%