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 IndexYRTO1.1%2.9%-18.8%-22.8%
Yorkville Royalty Trust Universe IndexYRTU0.6%2.8%-15.1%-4.5%
S&P 500SPX-0.5%1.9%1.7%20.6%

* Annualized Total Returns as of 9/27/2019

Portfolio Characteristics*
Yield  20.9%
# of Constituents  6
Market Capitalization (Total)  $554
Market Capitalization (Average)  $92
Market Capitalization (Median)  $88

* as of 9/27/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  35.0%
Voc Energy Trust  16.4%
SandRidge Permian Trust  15.9%
MV Oil Trust  15.8%
Pacific Coast Oil Trust  13.8%
Whiting USA Trust II  3.1%