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 IndexYRTU8.1%12.3%12.3%12.3%
S&P 500SPX1.6%4.3%4.3%4.3%

* Annualized Total Returns as of 1/12/2018

Sector Breakdown*
 
Portfolio Characteristics*
Yield  11.0%
# of Constituents  23
Market Capitalization (Total)  $3,533
Market Capitalization (Average)  $154
Market Capitalization (Median)  $88

* as of 1/12/2018

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  20.3%
BP Prudhoe Bay Royalty Trust  16.1%
Permian Basin Royalty Trust  12.4%
San Juan Basin Royalty Trust  11.2%
Mesabi Trust  10.6%
SandRidge Permian Trust  3.3%
Enduro Royalty Trust  3.3%
MV Oil Trust  3.0%
Voc Energy Trust  2.7%
Cross Timbers Royalty Trust  2.6%