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%2.1%-15.8%-5.1%
S&P 500SPX0.0%2.9%2.7%21.7%

* Annualized Total Returns as of 9/13/2019

Sector Breakdown*
 
Portfolio Characteristics*
Yield  10.7%
# of Constituents  23
Market Capitalization (Total)  $2,269
Market Capitalization (Average)  $99
Market Capitalization (Median)  $59

* as of 9/13/2019

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  29.0%
Mesabi Trust  14.3%
Permian Basin Royalty Trust  10.0%
BP Prudhoe Bay Royalty Trust  8.8%
San Juan Basin Royalty Trust  4.6%
MV Oil Trust  3.9%
Voc Energy Trust  3.9%
PermRock Royalty Trust  3.7%
SandRidge Permian Trust  3.7%
Permianville Royalty Trust  3.5%