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 IndexYRTU0.4%1.3%5.4%12.5%
S&P 500SPX1.5%1.5%2.6%8.8%

* Annualized Total Returns as of 5/26/2017

Sector Breakdown*
 
Portfolio Characteristics*
Yield  11.3%
# of Constituents  24
Market Capitalization (Total)  $3,030
Market Capitalization (Average)  $126
Market Capitalization (Median)  $72

* as of 5/26/2017

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  18.4%
Permian Basin Royalty Trust  15.2%
BP Prudhoe Bay Royalty Trust  14.3%
San Juan Basin Royalty Trust  11.2%
Mesabi Trust  6.0%
SandRidge Permian Trust  5.5%
Enduro Royalty Trust  3.6%
Cross Timbers Royalty Trust  3.2%
Chesapeake Granite Wash Trust  3.0%
Hugoton Royalty Trust  2.7%