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 IndexYRTO16.0%21.6%21.6%21.6%
Yorkville Royalty Trust Universe IndexYRTU8.1%12.3%12.3%12.3%
S&P 500SPX1.6%4.3%4.3%4.3%

* Annualized Total Returns as of 1/12/2018

Portfolio Characteristics*
Yield  15.6%
# of Constituents  6
Market Capitalization (Total)  $1,006
Market Capitalization (Average)  $168
Market Capitalization (Median)  $103

* as of 1/12/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  56.8%
SandRidge Permian Trust  11.7%
MV Oil Trust  10.6%
Voc Energy Trust  9.6%
Pacific Coast Oil Trust  9.1%
Whiting USA Trust II  2.3%