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 IndexYRTU1.3%2.5%2.5%19.0%
S&P 500SPX0.0%3.1%3.1%5.9%

* Annualized Total Returns as of 7/13/2018

Sector Breakdown*
 
Portfolio Characteristics*
Yield  10.7%
# of Constituents  23
Market Capitalization (Total)  $3,489
Market Capitalization (Average)  $152
Market Capitalization (Median)  $88

* as of 7/13/2018

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  19.2%
BP Prudhoe Bay Royalty Trust  18.8%
Permian Basin Royalty Trust  12.2%
Mesabi Trust  9.6%
San Juan Basin Royalty Trust  7.9%
SandRidge Permian Trust  4.1%
MV Oil Trust  3.7%
Enduro Royalty Trust  3.6%
Voc Energy Trust  2.9%
SandRidge Mississippian Trust II  2.8%