Saba Capital Income & Opportunities Fund (BRW) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Saba Capital Income & Opportunities Fund (BRW) ten years ago, at the end of Oct 2016, was worth $14,815 at the end of Oct 2026 with every dividend reinvested: 4.0% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $22,642 reinvested (4.4% a year), or $16,263 taking the dividends as cash, $11,456 of it paid out along the way.
BRW became
$22,642
S&P 500: $72,756
Return a year
4.4%
S&P 500: 11.1%
Payouts reinvested
$25,438
bought more shares
Worst drop
-43.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BRW total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −2.6% | $2,992 | +11.7% |
| 2025 | +4.9% | $3,163 | +17.7% |
| 2024 | +12.2% | $2,568 | +24.9% |
| 2023 | +18.6% | $2,929 | +26.2% |
| 2022 | −4.8% | $2,121 | −18.2% |
| 2021 | +6.9% | $962 | +28.7% |
| 2020 | −6.9% | $660 | +18.3% |
| 2019 | +19.2% | $1,081 | +31.2% |
| 2018 | −6.0% | $928 | −4.6% |
| 2017 | −3.3% | $886 | +21.7% |
| 2016 | +16.6% | $924 | +12.0% |
| 2015 | +1.4% | $868 | +1.2% |
| 2014 | −2.7% | $900 | +13.5% |
| 2013 | +0.3% | $983 | +32.3% |
| 2012 | +30.5% | $899 | +16.0% |
| 2011 | −5.3% | $651 | +1.9% |
| 2010 | +15.3% | $627 | +15.1% |
| 2009 | +71.7% | $610 | +26.4% |
| 2008 | −42.6% | $687 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BRW total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Saba Capital Income & Opportunities Fund (BRW) at the end of Dec 2007, with dividends reinvested, was worth $22,642 at the end of Oct 2026: 4.4% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, BRW turned $10,000 into $14,815 with dividends reinvested, 4.0% a year.
- Over the 5 years to Oct 2026, BRW returned 5.0% a year with dividends reinvested (S&P 500: 12.0%).
- Taking BRW's dividends as cash instead of reinvesting them, the same $10,000 ended at $16,263, including $11,456 of cash received; reinvesting added $6,378.
- BRW's best calendar year in that time was 2009 (71.7%) and its worst 2008 (-42.6%), with dividends reinvested.
Cite this page
SmarterDividends, "Saba Capital Income & Opportunities Fund (BRW) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/BRW/total-return
BRW total return questions
If I invested $10,000 in BRW 10 years ago, how much would I have?
About $14,815 at the end of Oct 2026, with every dividend reinvested: 4.0% a year. Taking them as cash, you'd have shares worth $5,650 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is BRW's total return since Dec 2007?
126% in total, or 4.4% a year, through Oct 2026 with dividends reinvested. The share price alone fell 52%.
How much of BRW's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $6,378 better off on a $10,000 start.
What was BRW's worst year?
2008, at -42.6% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -43.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.