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 IndexYRTO3.4%7.1%7.1%60.1%
Yorkville Royalty Trust Universe IndexYRTU1.3%2.5%2.5%19.0%
S&P 500SPX0.0%3.1%3.1%5.9%

* Annualized Total Returns as of 7/13/2018

Portfolio Characteristics*
Yield  18.5%
# of Constituents  6
Market Capitalization (Total)  $1,168
Market Capitalization (Average)  $195
Market Capitalization (Median)  $115

* as of 7/13/2018

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  56.3%
SandRidge Permian Trust  12.1%
MV Oil Trust  11.2%
Voc Energy Trust  8.5%
Pacific Coast Oil Trust  7.6%
Whiting USA Trust II  4.3%