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%3.4%30.0%30.0%
Yorkville Royalty Trust Universe IndexYRTU0.0%1.4%27.8%27.8%
S&P 500SPX0.5%1.5%13.1%13.1%

* Annualized Total Returns as of 3/15/2019

Portfolio Characteristics*
Yield  14.7%
# of Constituents  6
Market Capitalization (Total)  $995
Market Capitalization (Average)  $166
Market Capitalization (Median)  $90

* as of 3/15/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  58.6%
SandRidge Permian Trust  12.3%
MV Oil Trust  9.3%
Voc Energy Trust  8.9%
Pacific Coast Oil Trust  8.1%
Whiting USA Trust II  2.8%