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-1.2%-4.2%-9.7%5.2%
S&P 500SPX0.0%1.1%-5.8%4.1%

* Annualized Total Returns as of 11/16/2018

Sector Breakdown*
 
Portfolio Characteristics*
Yield  15.1%
# of Constituents  22
Market Capitalization (Total)  $2,940
Market Capitalization (Average)  $140
Market Capitalization (Median)  $75

* as of 11/16/2018

Attribution Analysis

Best & Worst - Sector/Industry*

 

Best & Worst Performers - QTD*

 
Top Holdings*
BP Prudhoe Bay Royalty Trust  19.7%
Sabine Royalty Trust  18.9%
Mesabi Trust  12.0%
Permian Basin Royalty Trust  11.4%
San Juan Basin Royalty Trust  9.4%
SandRidge Permian Trust  3.5%
MV Oil Trust  3.1%
Cross Timbers Royalty Trust  3.0%
Permianville Royalty Trust  2.7%
Pacific Coast Oil Trust  2.6%