Western Asset Investment Grade Opportunity Trust (IGI) Total Return Calculator
$10,000 since Jun 2009, with and without reinvesting · data through Oct 2026
$10,000 invested in Western Asset Investment Grade Opportunity Trust (IGI) ten years ago, at the end of Oct 2016, was worth $11,729 at the end of Oct 2026 with every dividend reinvested: 1.6% a year, against $41,633 in the S&P 500. Since Jun 2009, $10,000 became $19,479 reinvested (3.9% a year), or $16,965 taking the dividends as cash, $9,307 of it paid out along the way.
IGI became
$19,479
S&P 500: $111,545
Return a year
3.9%
S&P 500: 14.9%
Payouts reinvested
$15,028
bought more shares
Worst drop
-27.9%
S&P 500: -23.9%
$10,000, Jun 2009 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IGI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −2.9% | $876 | +11.7% |
| 2025 | +6.5% | $1,015 | +17.7% |
| 2024 | −2.5% | $956 | +24.9% |
| 2023 | +13.4% | $869 | +26.2% |
| 2022 | −22.0% | $815 | −18.2% |
| 2021 | +1.5% | $795 | +28.7% |
| 2020 | +1.7% | $807 | +18.3% |
| 2019 | +29.8% | $955 | +31.2% |
| 2018 | −14.6% | $862 | −4.6% |
| 2017 | +18.3% | $928 | +21.7% |
| 2016 | +7.1% | $928 | +12.0% |
| 2015 | +1.8% | $876 | +1.2% |
| 2014 | +10.2% | $822 | +13.5% |
| 2013 | −5.7% | $982 | +32.3% |
| 2012 | +11.4% | $803 | +16.0% |
| 2011 | +17.2% | $812 | +1.9% |
| 2010 | +7.4% | $659 | +15.1% |
| 2009 (part) | +1.7% | $268 | +22.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IGI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Western Asset Investment Grade Opportunity Trust (IGI) at the end of Jun 2009, with dividends reinvested, was worth $19,479 at the end of Oct 2026: 3.9% a year, against $111,545 (14.9% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IGI turned $10,000 into $11,729 with dividends reinvested, 1.6% a year.
- Over the 5 years to Oct 2026, IGI returned -2.0% a year with dividends reinvested (S&P 500: 12.0%).
- Taking IGI's dividends as cash instead of reinvesting them, the same $10,000 ended at $16,965, including $9,307 of cash received; reinvesting added $2,514.
- IGI's best calendar year in that time was 2019 (29.8%) and its worst 2022 (-22.0%), with dividends reinvested.
Cite this page
SmarterDividends, "Western Asset Investment Grade Opportunity Trust (IGI) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IGI/total-return
IGI total return questions
If I invested $10,000 in IGI 10 years ago, how much would I have?
About $11,729 at the end of Oct 2026, with every dividend reinvested: 1.6% a year. Taking them as cash, you'd have shares worth $7,238 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IGI's total return since Jun 2009?
95% in total, or 3.9% a year, through Oct 2026 with dividends reinvested. The share price alone fell 23%.
How much of IGI's return came from dividends?
About 100% of its yearly return since Jun 2009. Reinvesting them, rather than taking cash, left you $2,514 better off on a $10,000 start.
What was IGI's worst year?
2022, at -22.0% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -27.9%.
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.