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%8.0%8.0%8.0%
Yorkville Royalty Trust Universe IndexYRTU0.0%9.1%9.1%9.1%
S&P 500SPX0.0%1.0%1.0%1.0%

* Annualized Total Returns as of 1/4/2019

Portfolio Characteristics*
Yield  18.8%
# of Constituents  6
Market Capitalization (Total)  $860
Market Capitalization (Average)  $143
Market Capitalization (Median)  $79

* as of 1/4/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  59.8%
SandRidge Permian Trust  12.0%
MV Oil Trust  9.4%
Voc Energy Trust  7.7%
Pacific Coast Oil Trust  7.6%
Whiting USA Trust II  3.5%