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 IndexYRTU0.7%6.4%6.4%13.6%
S&P 500SPX0.0%-0.5%-0.5%5.5%

* Annualized Total Returns as of 4/24/2017

Sector Breakdown*
 
Portfolio Characteristics*
Yield  12.4%
# of Constituents  24
Market Capitalization (Total)  $3,103
Market Capitalization (Average)  $129
Market Capitalization (Median)  $80

* as of 4/24/2017

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  17.2%
Permian Basin Royalty Trust  15.5%
BP Prudhoe Bay Royalty Trust  13.6%
San Juan Basin Royalty Trust  10.9%
Mesabi Trust  6.8%
SandRidge Permian Trust  5.8%
Enduro Royalty Trust  3.9%
Cross Timbers Royalty Trust  3.1%
Chesapeake Granite Wash Trust  2.9%
Hugoton Royalty Trust  2.8%