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 IndexYRTU-1.3%-2.4%-6.0%21.0%
S&P 500SPX-0.1%-2.2%1.8%15.6%

* Annualized Total Returns as of 5/17/2019

Sector Breakdown*
 
Portfolio Characteristics*
Yield  7.9%
# of Constituents  23
Market Capitalization (Total)  $2,975
Market Capitalization (Average)  $129
Market Capitalization (Median)  $77

* as of 5/17/2019

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  24.0%
BP Prudhoe Bay Royalty Trust  14.4%
Mesabi Trust  13.2%
Permian Basin Royalty Trust  9.7%
San Juan Basin Royalty Trust  6.4%
SandRidge Permian Trust  3.7%
Permianville Royalty Trust  3.5%
PermRock Royalty Trust  3.4%
MV Oil Trust  3.3%
Voc Energy Trust  3.2%