ClearBridge Energy Midstream Opportunity Fund (EMO) Total Return Calculator
$10,000 since Jun 2011, with and without reinvesting · data through Oct 2026
$10,000 invested in ClearBridge Energy Midstream Opportunity Fund (EMO) ten years ago, at the end of Oct 2016, was worth $21,328 at the end of Oct 2026 with every dividend reinvested: 7.9% a year, against $41,633 in the S&P 500. Since Jun 2011, $10,000 became $19,825 reinvested (4.6% a year), or $12,763 taking the dividends as cash, $7,395 of it paid out along the way.
EMO became
$19,825
S&P 500: $74,757
Return a year
4.6%
S&P 500: 14.0%
Payouts reinvested
$13,139
bought more shares
Worst drop
-91.1%
S&P 500: -23.9%
$10,000, Jun 2011 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | EMO total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +30.7% | $1,311 | +11.7% |
| 2025 | +5.2% | $1,392 | +17.7% |
| 2024 | +44.5% | $1,012 | +24.9% |
| 2023 | +31.8% | $651 | +26.2% |
| 2022 | +40.1% | $509 | −18.2% |
| 2021 | +74.6% | $353 | +28.7% |
| 2020 | −64.4% | $406 | +18.3% |
| 2019 | +19.6% | $878 | +31.2% |
| 2018 | −25.7% | $1,072 | −4.6% |
| 2017 | +0.0% | $1,005 | +21.7% |
| 2016 | +16.1% | $963 | +12.0% |
| 2015 | −41.8% | $939 | +1.2% |
| 2014 | +7.9% | $835 | +13.5% |
| 2013 | +18.5% | $771 | +32.3% |
| 2012 | +16.2% | $704 | +16.0% |
| 2011 (part) | −2.3% | $337 | −3.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: EMO total return
Data as of · Source: SmarterDividends data
- $10,000 invested in ClearBridge Energy Midstream Opportunity Fund (EMO) at the end of Jun 2011, with dividends reinvested, was worth $19,825 at the end of Oct 2026: 4.6% a year, against $74,757 (14.0% a year) in the S&P 500.
- Over the 10 years to Oct 2026, EMO turned $10,000 into $21,328 with dividends reinvested, 7.9% a year.
- Over the 5 years to Oct 2026, EMO returned 27.6% a year with dividends reinvested (S&P 500: 12.0%).
- Taking EMO's dividends as cash instead of reinvesting them, the same $10,000 ended at $12,763, including $7,395 of cash received; reinvesting added $7,061.
- EMO's best calendar year in that time was 2021 (74.6%) and its worst 2020 (-64.4%), with dividends reinvested.
Cite this page
SmarterDividends, "ClearBridge Energy Midstream Opportunity Fund (EMO) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/EMO/total-return
EMO total return questions
If I invested $10,000 in EMO 10 years ago, how much would I have?
About $21,328 at the end of Oct 2026, with every dividend reinvested: 7.9% a year. Taking them as cash, you'd have shares worth $8,521 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is EMO's total return since Jun 2011?
98% in total, or 4.6% a year, through Oct 2026 with dividends reinvested. The share price alone fell 46%.
How much of EMO's return came from dividends?
About 100% of its yearly return since Jun 2011. Reinvesting them, rather than taking cash, left you $7,061 better off on a $10,000 start.
What was EMO's worst year?
2020, at -64.4% with dividends reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -91.1%.
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.