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%9.1%9.1%9.1%
S&P 500SPX0.0%1.0%1.0%1.0%

* Annualized Total Returns as of 1/4/2019

Sector Breakdown*
 
Portfolio Characteristics*
Yield  13.6%
# of Constituents  23
Market Capitalization (Total)  $2,804
Market Capitalization (Average)  $127
Market Capitalization (Median)  $68

* as of 1/4/2019

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  20.5%
BP Prudhoe Bay Royalty Trust  18.8%
Mesabi Trust  11.9%
Permian Basin Royalty Trust  10.4%
San Juan Basin Royalty Trust  9.3%
SandRidge Permian Trust  3.8%
MV Oil Trust  3.0%
PermRock Royalty Trust  2.8%
Cross Timbers Royalty Trust  2.6%
Voc Energy Trust  2.4%