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-6.0%-14.2%-19.7%40.4%
Yorkville Royalty Trust Universe IndexYRTU-1.2%-4.2%-9.7%5.2%
S&P 500SPX0.0%1.1%-5.8%4.1%

* Annualized Total Returns as of 11/16/2018

Portfolio Characteristics*
Yield  20.8%
# of Constituents  6
Market Capitalization (Total)  $968
Market Capitalization (Average)  $161
Market Capitalization (Median)  $85

* as of 11/16/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  59.9%
SandRidge Permian Trust  10.7%
MV Oil Trust  9.6%
Pacific Coast Oil Trust  7.9%
Voc Energy Trust  7.4%
Whiting USA Trust II  4.4%