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%1.8%1.8%5.8%
S&P 500SPX0.0%1.2%1.2%0.4%

* Annualized Total Returns as of 4/20/2018

Sector Breakdown*
 
Portfolio Characteristics*
Yield  12.1%
# of Constituents  23
Market Capitalization (Total)  $3,204
Market Capitalization (Average)  $146
Market Capitalization (Median)  $80

* as of 4/20/2018

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  20.8%
BP Prudhoe Bay Royalty Trust  15.1%
Permian Basin Royalty Trust  14.9%
San Juan Basin Royalty Trust  10.4%
Mesabi Trust  10.0%
Enduro Royalty Trust  3.7%
SandRidge Permian Trust  3.3%
MV Oil Trust  2.9%
Voc Energy Trust  2.7%
Pacific Coast Oil Trust  2.6%