Lazard Global Total Return and Income Fund (LGI) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Lazard Global Total Return and Income Fund (LGI) ten years ago, at the end of Oct 2016, was worth $30,354 at the end of Oct 2026 with every dividend reinvested: 11.7% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $35,602 reinvested (7.0% a year), or $18,020 taking the dividends as cash, $11,047 of it paid out along the way.
LGI became
$35,602
S&P 500: $72,756
Return a year
7.0%
S&P 500: 11.1%
Payouts reinvested
$28,346
bought more shares
Worst drop
-56.5%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | LGI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +1.6% | $3,166 | +11.7% |
| 2025 | +21.5% | $3,413 | +17.7% |
| 2024 | +14.4% | $2,635 | +24.9% |
| 2023 | +12.8% | $1,778 | +26.2% |
| 2022 | −20.5% | $2,176 | −18.2% |
| 2021 | +25.2% | $2,622 | +28.7% |
| 2020 | +17.1% | $1,529 | +18.3% |
| 2019 | +30.1% | $1,194 | +31.2% |
| 2018 | −10.5% | $2,560 | −4.6% |
| 2017 | +39.4% | $898 | +21.7% |
| 2016 | +13.2% | $809 | +12.0% |
| 2015 | −10.8% | $843 | +1.2% |
| 2014 | −3.6% | $891 | +13.5% |
| 2013 | +24.7% | $735 | +32.3% |
| 2012 | +22.3% | $743 | +16.0% |
| 2011 | −4.7% | $587 | +1.9% |
| 2010 | +9.1% | $591 | +15.1% |
| 2009 | +37.3% | $514 | +26.4% |
| 2008 | −44.2% | $662 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: LGI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Lazard Global Total Return and Income Fund (LGI) at the end of Dec 2007, with dividends reinvested, was worth $35,602 at the end of Oct 2026: 7.0% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, LGI turned $10,000 into $30,354 with dividends reinvested, 11.7% a year.
- Over the 5 years to Oct 2026, LGI returned 5.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking LGI's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,020, including $11,047 of cash received; reinvesting added $17,581.
- LGI's best calendar year in that time was 2017 (39.4%) and its worst 2008 (-44.2%), with dividends reinvested.
Cite this page
SmarterDividends, "Lazard Global Total Return and Income Fund (LGI) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/LGI/total-return
LGI total return questions
If I invested $10,000 in LGI 10 years ago, how much would I have?
About $30,354 at the end of Oct 2026, with every dividend reinvested: 11.7% a year. Taking them as cash, you'd have shares worth $11,790 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is LGI's total return since Dec 2007?
256% in total, or 7.0% a year, through Oct 2026 with dividends reinvested. The share price alone fell 30%.
How much of LGI's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $17,581 better off on a $10,000 start.
What was LGI's worst year?
2008, at -44.2% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -56.5%.
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.