Western Asset Mortgage Opportunity Fund (DMO) Total Return Calculator
$10,000 since Feb 2010, with and without reinvesting · data through Oct 2026
$10,000 invested in Western Asset Mortgage Opportunity Fund (DMO) ten years ago, at the end of Oct 2016, was worth $13,868 at the end of Oct 2026 with every dividend reinvested: 3.3% a year, against $41,633 in the S&P 500. Since Feb 2010, $10,000 became $35,458 reinvested (7.9% a year), or $23,640 taking the dividends as cash, $18,812 of it paid out along the way.
DMO became
$35,458
S&P 500: $91,680
Return a year
7.9%
S&P 500: 14.2%
Payouts reinvested
$50,654
bought more shares
Worst drop
-38.4%
S&P 500: -23.9%
$10,000, Feb 2010 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | DMO total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −1.9% | $4,143 | +11.7% |
| 2025 | +6.9% | $4,742 | +17.7% |
| 2024 | +20.2% | $4,082 | +24.9% |
| 2023 | +16.9% | $3,060 | +26.2% |
| 2022 | −21.7% | $2,582 | −18.2% |
| 2021 | +17.2% | $2,612 | +28.7% |
| 2020 | −22.3% | $2,665 | +18.3% |
| 2019 | +9.1% | $3,075 | +31.2% |
| 2018 | −2.1% | $5,219 | −4.6% |
| 2017 | +23.5% | $3,912 | +21.7% |
| 2016 | +9.9% | $3,134 | +12.0% |
| 2015 | +13.4% | $3,059 | +1.2% |
| 2014 | +16.9% | $2,472 | +13.5% |
| 2013 | +11.4% | $2,506 | +32.3% |
| 2012 | +39.0% | $1,731 | +16.0% |
| 2011 | −0.3% | $1,070 | +1.9% |
| 2010 (part) | +13.9% | $590 | +15.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: DMO total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Western Asset Mortgage Opportunity Fund (DMO) at the end of Feb 2010, with dividends reinvested, was worth $35,458 at the end of Oct 2026: 7.9% a year, against $91,680 (14.2% a year) in the S&P 500.
- Over the 10 years to Oct 2026, DMO turned $10,000 into $13,868 with dividends reinvested, 3.3% a year.
- Over the 5 years to Oct 2026, DMO returned 2.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking DMO's dividends as cash instead of reinvesting them, the same $10,000 ended at $23,640, including $18,812 of cash received; reinvesting added $11,818.
- DMO's best calendar year in that time was 2012 (39.0%) and its worst 2020 (-22.3%), with dividends reinvested.
Cite this page
SmarterDividends, "Western Asset Mortgage Opportunity Fund (DMO) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/DMO/total-return
DMO total return questions
If I invested $10,000 in DMO 10 years ago, how much would I have?
About $13,868 at the end of Oct 2026, with every dividend reinvested: 3.3% a year. Taking them as cash, you'd have shares worth $4,169 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is DMO's total return since Feb 2010?
255% in total, or 7.9% a year, through Oct 2026 with dividends reinvested. The share price alone fell 52%.
How much of DMO's return came from dividends?
About 100% of its yearly return since Feb 2010. Reinvesting them, rather than taking cash, left you $11,818 better off on a $10,000 start.
What was DMO's worst year?
2020, at -22.3% with dividends reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -38.4%.
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.