Legg Mason BW Global Income Opportunities Fund (BWG) Total Return Calculator
$10,000 since Mar 2012, with and without reinvesting · data through Oct 2026
$10,000 invested in Legg Mason BW Global Income Opportunities Fund (BWG) ten years ago, at the end of Oct 2016, was worth $14,129 at the end of Oct 2026 with every dividend reinvested: 3.5% a year, against $41,633 in the S&P 500. Since Mar 2012, $10,000 became $14,367 reinvested (2.5% a year), or $11,885 taking the dividends as cash, $8,480 of it paid out along the way.
BWG became
$14,367
S&P 500: $68,959
Return a year
2.5%
S&P 500: 14.2%
Payouts reinvested
$16,848
bought more shares
Worst drop
-32.8%
S&P 500: -23.9%
$10,000, Mar 2012 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BWG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −9.8% | $1,594 | +11.7% |
| 2025 | +17.4% | $1,736 | +17.7% |
| 2024 | +7.2% | $1,521 | +24.9% |
| 2023 | +16.1% | $1,391 | +26.2% |
| 2022 | −21.5% | $1,336 | −18.2% |
| 2021 | +1.4% | $1,097 | +28.7% |
| 2020 | +6.2% | $892 | +18.3% |
| 2019 | +30.8% | $837 | +31.2% |
| 2018 | −11.2% | $945 | −4.6% |
| 2017 | +17.9% | $954 | +21.7% |
| 2016 | +12.9% | $932 | +12.0% |
| 2015 | −20.6% | $1,273 | +1.2% |
| 2014 | +8.0% | $911 | +13.5% |
| 2013 | −8.3% | $950 | +32.3% |
| 2012 (part) | +6.3% | $478 | +2.9% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BWG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Legg Mason BW Global Income Opportunities Fund (BWG) at the end of Mar 2012, with dividends reinvested, was worth $14,367 at the end of Oct 2026: 2.5% a year, against $68,959 (14.2% a year) in the S&P 500.
- Over the 10 years to Oct 2026, BWG turned $10,000 into $14,129 with dividends reinvested, 3.5% a year.
- Over the 5 years to Oct 2026, BWG returned 0.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking BWG's dividends as cash instead of reinvesting them, the same $10,000 ended at $11,885, including $8,480 of cash received; reinvesting added $2,482.
- BWG's best calendar year in that time was 2019 (30.8%) and its worst 2022 (-21.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Legg Mason BW Global Income Opportunities Fund (BWG) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/BWG/total-return
BWG total return questions
If I invested $10,000 in BWG 10 years ago, how much would I have?
About $14,129 at the end of Oct 2026, with every dividend reinvested: 3.5% a year. Taking them as cash, you'd have shares worth $5,263 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is BWG's total return since Mar 2012?
44% in total, or 2.5% a year, through Oct 2026 with dividends reinvested. The share price alone fell 66%.
How much of BWG's return came from dividends?
About 100% of its yearly return since Mar 2012. Reinvesting them, rather than taking cash, left you $2,482 better off on a $10,000 start.
What was BWG's worst year?
2022, at -21.5% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -32.8%.
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.