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%-0.4%-0.4%9.1%
S&P 500SPX0.0%1.6%1.6%11.0%

* Annualized Total Returns as of 7/14/2017

Sector Breakdown*
 
Portfolio Characteristics*
Yield  10.3%
# of Constituents  23
Market Capitalization (Total)  $2,899
Market Capitalization (Average)  $126
Market Capitalization (Median)  $71

* as of 7/14/2017

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
Sabine Royalty Trust  19.5%
BP Prudhoe Bay Royalty Trust  14.9%
Permian Basin Royalty Trust  14.7%
San Juan Basin Royalty Trust  10.3%
Mesabi Trust  6.4%
SandRidge Permian Trust  5.4%
Enduro Royalty Trust  4.0%
Cross Timbers Royalty Trust  3.2%
Chesapeake Granite Wash Trust  2.9%
Voc Energy Trust  2.6%