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%1.4%27.8%27.8%
S&P 500SPX0.5%1.5%13.1%13.1%

* Annualized Total Returns as of 3/15/2019

Sector Breakdown*
 
Portfolio Characteristics*
Yield  11.9%
# of Constituents  23
Market Capitalization (Total)  $3,193
Market Capitalization (Average)  $145
Market Capitalization (Median)  $77

* as of 3/15/2019

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  20.9%
BP Prudhoe Bay Royalty Trust  18.2%
Mesabi Trust  11.6%
Permian Basin Royalty Trust  11.1%
San Juan Basin Royalty Trust  8.3%
SandRidge Permian Trust  3.8%
PermRock Royalty Trust  3.0%
Permianville Royalty Trust  2.9%
MV Oil Trust  2.9%
Voc Energy Trust  2.8%