Yorkville Royalty Trust Universe Index

The Yorkville Royalty Trust Universe Index is a market capitalization weighted index, consisting of the entire universe of royalty trusts.

Performance
 

+ Since: 12/31/1999

Short-Term
Long-Term
Name Ticker WTD MTD QTD YTD
Yorkville Royalty Trust Universe IndexYRTU-0.4%1.1%0.0%21.4%
S&P 500SPX0.0%0.3%2.6%17.3%

* Annualized Total Returns as of 11/17/2017

Sector Breakdown*
 
Portfolio Characteristics*
Yield  9.1%
# of Constituents  23
Market Capitalization (Total)  $3,077
Market Capitalization (Average)  $134
Market Capitalization (Median)  $65

* as of 11/17/2017

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  19.9%
Permian Basin Royalty Trust  14.1%
BP Prudhoe Bay Royalty Trust  13.5%
San Juan Basin Royalty Trust  12.0%
Mesabi Trust  9.1%
SandRidge Permian Trust  4.6%
Enduro Royalty Trust  4.3%
Cross Timbers Royalty Trust  2.9%
Chesapeake Granite Wash Trust  2.6%
Voc Energy Trust  2.3%