If You Invested in Western Asset Investment Grade Opportunity Trust Inc. (IGI)
Looking for the live price? See the IGI quote & overviewWhat $1,000 or $10,000 in IGI Would Be Worth Today
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Jul 6, 2015 |
|---|---|---|---|---|
| $1,000 | $973 -3% | $738 -26% | $748 -25% | $786 -21% |
| $10,000 | $9,734 -3% | $7,384 -26% | $7,480 -25% | $7,863 -21% |
Based on real historical closing prices through the latest market close. Past performance does not guarantee future results.
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Choose your own date and amount for IGI$1,000 Investment Over Time
IGI vs S&P 500Year-by-Year Returns
IGI annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2017 | $20.47 | $22.86 | +11.7% | +11.7% |
| 2018 | $21.86 | $18.56 | -15.1% | -9.3% |
| 2019 | $18.39 | $22.90 | +24.5% | +11.9% |
| 2020 | $22.82 | $22.36 | -2.0% | +9.2% |
| 2021 | $22.26 | $21.86 | -1.8% | +6.8% |
| 2022 | $21.71 | $16.28 | -25.0% | -20.5% |
| 2023 | $17.04 | $17.58 | +3.2% | -14.1% |
| 2024 | $17.50 | $16.31 | -6.8% | -20.3% |
| 2025 | $16.36 | $16.50 | +0.9% | -19.4% |
| 2026 | $16.48 | $16.12 | -2.2% | -21.3% |
About Western Asset Investment Grade Opportunity Trust Inc.
Financial Services · NYSE
Western Asset Investment Grade Opportunity Trust Inc. is a diversified closed-end management investment company whose common shares trade on the New York Stock Exchange under the symbol IGI. The Fund seeks current income and capital appreciation through a portfolio focused primarily on investment-grade corporate fixed-income securities of varying maturities.
The Fund is managed by Franklin Templeton Fund Adviser, LLC and subadvised by Western Asset Management Company, LLC and certain foreign-based affiliates of Western Asset Management. Franklin Templeton Fund Adviser and Western Asset Management are indirect wholly owned subsidiaries of Franklin Resources, Inc., which operates as Franklin Templeton.
IGI operates as a closed-end fund rather than an open-end mutual fund. Its common shares trade on an exchange, while the Fund's portfolio is valued through net asset value calculations. The Fund's structure gives shareholders exposure to an actively managed investment-grade fixed-income portfolio through a listed common stock.
The Fund previously operated as Western Asset Investment Grade Defined Opportunity Trust Inc. Stockholders approved the elimination of the Fund's defined term and its fundamental policy to liquidate on or about its scheduled term date. After completion of the related issuer tender offer, the Fund implemented the conversion to a perpetual fund structure and continues to trade under the ticker IGI.
Recurring corporate matters for the Fund include shareholder meetings, director elections, independent registered public accountant ratification, adviser and subadviser relationships, tender offers, net asset value-based repurchases, and governance actions associated with its closed-end fund structure.
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Frequently Asked Questions
Western Asset Investment Grade Opportunity Trust Inc. investment returns
How much would $1,000 invested in Western Asset Investment Grade Opportunity Trust Inc. be worth today?
If you invested $1,000 in Western Asset Investment Grade Opportunity Trust Inc. (IGI) 10 years ago on 2016-07-05, your investment would be worth $748 today, representing a -25.2% total return, growing at a compounded rate of -2.9% per year (CAGR).
Has Western Asset Investment Grade Opportunity Trust Inc. outperformed the S&P 500?
Over the past 10 years, IGI returned -25.2% compared to +257.4% for the S&P 500, underperforming the benchmark by 282.6 percentage points.
What is Western Asset Investment Grade Opportunity Trust Inc.'s average annual return?
The compound annual growth rate (CAGR) of IGI over the past 10 years is -2.9%, growing at a compounded rate each year. Individual years vary significantly — IGI's best recent year was 2019 (+24.5%) and worst was 2022 (-25.0%).
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