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 IndexYRTU1.6%-0.7%0.8%17.0%
S&P 500SPX0.0%0.2%7.3%10.2%

* Annualized Total Returns as of 9/14/2018

Sector Breakdown*
 
Portfolio Characteristics*
Yield  11.4%
# of Constituents  22
Market Capitalization (Total)  $3,369
Market Capitalization (Average)  $153
Market Capitalization (Median)  $84

* as of 9/14/2018

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  21.0%
Sabine Royalty Trust  18.2%
Permian Basin Royalty Trust  11.6%
Mesabi Trust  10.9%
San Juan Basin Royalty Trust  7.3%
SandRidge Permian Trust  4.0%
MV Oil Trust  3.8%
Permianville Royalty Trust  3.6%
Pacific Coast Oil Trust  3.0%
Voc Energy Trust  2.8%