Western Asset High Income Opportunity Fund (HIO) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Western Asset High Income Opportunity Fund (HIO) ten years ago, at the end of Oct 2016, was worth $16,049 at the end of Oct 2026 with every dividend reinvested: 4.8% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $29,640 reinvested (5.9% a year), or $19,336 taking the dividends as cash, $13,853 of it paid out along the way.
HIO became
$29,640
S&P 500: $72,756
Return a year
5.9%
S&P 500: 11.1%
Payouts reinvested
$33,593
bought more shares
Worst drop
-33.3%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | HIO total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −2.1% | $3,026 | +11.7% |
| 2025 | +5.3% | $3,301 | +17.7% |
| 2024 | +13.5% | $2,942 | +24.9% |
| 2023 | +8.1% | $2,400 | +26.2% |
| 2022 | −16.9% | $2,099 | −18.2% |
| 2021 | +12.6% | $1,866 | +28.7% |
| 2020 | +6.1% | $1,933 | +18.3% |
| 2019 | +24.2% | $1,571 | +31.2% |
| 2018 | −7.5% | $1,367 | −4.6% |
| 2017 | +9.1% | $1,422 | +21.7% |
| 2016 | +16.1% | $1,528 | +12.0% |
| 2015 | −5.3% | $1,350 | +1.2% |
| 2014 | −2.1% | $1,406 | +13.5% |
| 2013 | −1.0% | $1,263 | +32.3% |
| 2012 | +12.6% | $1,292 | +16.0% |
| 2011 | +10.8% | $1,314 | +1.9% |
| 2010 | +12.1% | $1,335 | +15.1% |
| 2009 | +69.8% | $1,211 | +26.4% |
| 2008 | −25.7% | $966 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: HIO total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Western Asset High Income Opportunity Fund (HIO) at the end of Dec 2007, with dividends reinvested, was worth $29,640 at the end of Oct 2026: 5.9% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, HIO turned $10,000 into $16,049 with dividends reinvested, 4.8% a year.
- Over the 5 years to Oct 2026, HIO returned 1.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking HIO's dividends as cash instead of reinvesting them, the same $10,000 ended at $19,336, including $13,853 of cash received; reinvesting added $10,304.
- HIO's best calendar year in that time was 2009 (69.8%) and its worst 2008 (-25.7%), with dividends reinvested.
Cite this page
SmarterDividends, "Western Asset High Income Opportunity Fund (HIO) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/HIO/total-return
HIO total return questions
If I invested $10,000 in HIO 10 years ago, how much would I have?
About $16,049 at the end of Oct 2026, with every dividend reinvested: 4.8% a year. Taking them as cash, you'd have shares worth $6,633 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is HIO's total return since Dec 2007?
196% in total, or 5.9% a year, through Oct 2026 with dividends reinvested. The share price alone fell 45%.
How much of HIO's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $10,304 better off on a $10,000 start.
What was HIO's worst year?
2008, at -25.7% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -33.3%.
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.