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 IndexYRTU0.6%2.8%-15.1%-4.5%
S&P 500SPX-0.5%1.9%1.7%20.6%

* Annualized Total Returns as of 9/27/2019

Sector Breakdown*
 
Portfolio Characteristics*
Yield  10.9%
# of Constituents  23
Market Capitalization (Total)  $2,282
Market Capitalization (Average)  $99
Market Capitalization (Median)  $57

* as of 9/27/2019

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  27.5%
Mesabi Trust  13.7%
Permian Basin Royalty Trust  10.4%
BP Prudhoe Bay Royalty Trust  8.5%
San Juan Basin Royalty Trust  5.9%
PermRock Royalty Trust  4.4%
Voc Energy Trust  4.0%
Permianville Royalty Trust  3.9%
SandRidge Permian Trust  3.9%
MV Oil Trust  3.8%