Western Asset Intermediate Muni Fund (SBI) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Western Asset Intermediate Muni Fund (SBI) ten years ago, at the end of Oct 2016, was worth $10,986 at the end of Oct 2026 with every dividend reinvested: 0.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $19,890 reinvested (3.7% a year), or $17,315 taking the dividends as cash, $8,964 of it paid out along the way.
SBI became
$19,890
S&P 500: $72,756
Return a year
3.7%
S&P 500: 11.1%
Payouts reinvested
$14,012
bought more shares
Worst drop
-23.7%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SBI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −0.4% | $1,117 | +11.7% |
| 2025 | +6.0% | $1,276 | +17.7% |
| 2024 | +5.7% | $939 | +24.9% |
| 2023 | +5.4% | $651 | +26.2% |
| 2022 | −18.5% | $607 | −18.2% |
| 2021 | +7.8% | $585 | +28.7% |
| 2020 | +4.6% | $586 | +18.3% |
| 2019 | +12.8% | $654 | +31.2% |
| 2018 | −6.6% | $685 | −4.6% |
| 2017 | +2.4% | $780 | +21.7% |
| 2016 | −2.4% | $850 | +12.0% |
| 2015 | +9.8% | $811 | +1.2% |
| 2014 | +13.3% | $757 | +13.5% |
| 2013 | −10.0% | $728 | +32.3% |
| 2012 | +12.9% | $678 | +16.0% |
| 2011 | +9.3% | $661 | +1.9% |
| 2010 | +10.8% | $634 | +15.1% |
| 2009 | +25.0% | $520 | +26.4% |
| 2008 | −8.8% | $494 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SBI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Western Asset Intermediate Muni Fund (SBI) at the end of Dec 2007, with dividends reinvested, was worth $19,890 at the end of Oct 2026: 3.7% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SBI turned $10,000 into $10,986 with dividends reinvested, 0.9% a year.
- Over the 5 years to Oct 2026, SBI returned -0.7% a year with dividends reinvested (S&P 500: 12.0%).
- Taking SBI's dividends as cash instead of reinvesting them, the same $10,000 ended at $17,315, including $8,964 of cash received; reinvesting added $2,575.
- SBI's best calendar year in that time was 2009 (25.0%) and its worst 2022 (-18.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Western Asset Intermediate Muni Fund (SBI) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SBI/total-return
SBI total return questions
If I invested $10,000 in SBI 10 years ago, how much would I have?
About $10,986 at the end of Oct 2026, with every dividend reinvested: 0.9% a year. Taking them as cash, you'd have shares worth $7,112 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SBI's total return since Dec 2007?
99% in total, or 3.7% a year, through Oct 2026 with dividends reinvested. The share price alone fell 16%.
How much of SBI's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $2,575 better off on a $10,000 start.
What was SBI's worst year?
2022, at -18.5% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -23.7%.
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.