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%0.0%0.0%12.5%
S&P 500SPX0.0%2.5%2.5%21.5%

* Annualized Total Returns as of 7/12/2019

Sector Breakdown*
 
Portfolio Characteristics*
Yield  8.7%
# of Constituents  23
Market Capitalization (Total)  $2,743
Market Capitalization (Average)  $119
Market Capitalization (Median)  $74

* as of 7/12/2019

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  25.0%
Mesabi Trust  15.1%
BP Prudhoe Bay Royalty Trust  12.4%
Permian Basin Royalty Trust  9.8%
San Juan Basin Royalty Trust  6.0%
PermRock Royalty Trust  3.6%
Voc Energy Trust  3.4%
SandRidge Permian Trust  3.4%
Permianville Royalty Trust  3.3%
MV Oil Trust  3.3%