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 IndexYRTU0.0%3.5%3.6%13.4%
S&P 500SPX0.0%1.2%3.6%13.3%

* Annualized Total Returns as of 9/15/2017

Sector Breakdown*
 
Portfolio Characteristics*
Yield  9.5%
# of Constituents  23
Market Capitalization (Total)  $2,965
Market Capitalization (Average)  $129
Market Capitalization (Median)  $62

* as of 9/15/2017

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  19.4%
BP Prudhoe Bay Royalty Trust  14.9%
Permian Basin Royalty Trust  14.2%
San Juan Basin Royalty Trust  12.0%
Mesabi Trust  7.5%
SandRidge Permian Trust  4.9%
Enduro Royalty Trust  4.1%
Cross Timbers Royalty Trust  3.1%
Chesapeake Granite Wash Trust  2.7%
Hugoton Royalty Trust  2.3%