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%2.2%2.2%-2.7%
Yorkville Royalty Trust Universe IndexYRTU0.0%0.0%0.0%12.5%
S&P 500SPX0.0%2.5%2.5%21.5%

* Annualized Total Returns as of 7/12/2019

Portfolio Characteristics*
Yield  15.3%
# of Constituents  6
Market Capitalization (Total)  $723
Market Capitalization (Average)  $120
Market Capitalization (Median)  $92

* as of 7/12/2019

Attribution Analysis

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  47.0%
Voc Energy Trust  12.9%
SandRidge Permian Trust  12.8%
MV Oil Trust  12.5%
Pacific Coast Oil Trust  11.7%
Whiting USA Trust II  3.0%