Western Asset High Yield Opportunity Fund (HYI) Total Return Calculator
$10,000 since Oct 2010, with and without reinvesting · data through Oct 2026
$10,000 invested in Western Asset High Yield Opportunity Fund (HYI) ten years ago, at the end of Oct 2016, was worth $15,102 at the end of Oct 2026 with every dividend reinvested: 4.2% a year, against $41,633 in the S&P 500. Since Oct 2010, $10,000 became $19,180 reinvested (4.2% a year), or $15,015 taking the dividends as cash, $10,223 of it paid out along the way.
HYI became
$19,180
S&P 500: $84,476
Return a year
4.2%
S&P 500: 14.3%
Payouts reinvested
$20,627
bought more shares
Worst drop
-24.4%
S&P 500: -23.9%
$10,000, Oct 2010 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | HYI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −6.0% | $1,805 | +11.7% |
| 2025 | +4.1% | $1,988 | +17.7% |
| 2024 | +7.6% | $1,801 | +24.9% |
| 2023 | +6.8% | $1,647 | +26.2% |
| 2022 | −13.5% | $1,483 | −18.2% |
| 2021 | +10.0% | $1,377 | +28.7% |
| 2020 | +6.8% | $1,289 | +18.3% |
| 2019 | +27.9% | $1,114 | +31.2% |
| 2018 | −6.4% | $1,013 | −4.6% |
| 2017 | +8.5% | $1,049 | +21.7% |
| 2016 | +17.0% | $1,112 | +12.0% |
| 2015 | −2.5% | $987 | +1.2% |
| 2014 | −3.6% | $947 | +13.5% |
| 2013 | +5.4% | $1,004 | +32.3% |
| 2012 | +21.4% | $1,010 | +16.0% |
| 2011 | −0.2% | $931 | +1.9% |
| 2010 (part) | −8.0% | $70 | +6.7% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: HYI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Western Asset High Yield Opportunity Fund (HYI) at the end of Oct 2010, with dividends reinvested, was worth $19,180 at the end of Oct 2026: 4.2% a year, against $84,476 (14.3% a year) in the S&P 500.
- Over the 10 years to Oct 2026, HYI turned $10,000 into $15,102 with dividends reinvested, 4.2% a year.
- Over the 5 years to Oct 2026, HYI returned -0.6% a year with dividends reinvested (S&P 500: 12.0%).
- Taking HYI's dividends as cash instead of reinvesting them, the same $10,000 ended at $15,015, including $10,223 of cash received; reinvesting added $4,165.
- HYI's best calendar year in that time was 2019 (27.9%) and its worst 2022 (-13.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Western Asset High Yield Opportunity Fund (HYI) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/HYI/total-return
HYI total return questions
If I invested $10,000 in HYI 10 years ago, how much would I have?
About $15,102 at the end of Oct 2026, with every dividend reinvested: 4.2% a year. Taking them as cash, you'd have shares worth $6,393 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is HYI's total return since Oct 2010?
92% in total, or 4.2% a year, through Oct 2026 with dividends reinvested. The share price alone fell 52%.
How much of HYI's return came from dividends?
About 100% of its yearly return since Oct 2010. Reinvesting them, rather than taking cash, left you $4,165 better off on a $10,000 start.
What was HYI's worst year?
2022, at -13.5% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -24.4%.
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.