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%-1.5%0.2%9.7%
S&P 500SPX0.0%-1.1%1.0%10.4%

* Annualized Total Returns as of 8/11/2017

Sector Breakdown*
 
Portfolio Characteristics*
Yield  9.9%
# of Constituents  23
Market Capitalization (Total)  $2,893
Market Capitalization (Average)  $126
Market Capitalization (Median)  $62

* as of 8/11/2017

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  19.4%
BP Prudhoe Bay Royalty Trust  14.6%
Permian Basin Royalty Trust  13.8%
San Juan Basin Royalty Trust  11.8%
Mesabi Trust  6.8%
SandRidge Permian Trust  5.3%
Enduro Royalty Trust  4.1%
Cross Timbers Royalty Trust  3.2%
Chesapeake Granite Wash Trust  2.9%
Hugoton Royalty Trust  2.5%