If You Invested in Western Asset Inv Grade Income Fund Inc (PAI)
Looking for the live price? See the PAI quote & overviewWhat $1,000 or $10,000 in PAI 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 8, 2015 |
|---|---|---|---|---|
| $1,000 | $931 -7% | $775 -22% | $852 -15% | $923 -8% |
| $10,000 | $9,311 -7% | $7,750 -22% | $8,515 -15% | $9,226 -8% |
Based on real historical closing prices through the latest market close. Past performance does not guarantee future results.
Custom Calculation
Choose your own date and amount for PAI$1,000 Investment Over Time
PAI vs S&P 500Year-by-Year Returns
PAI annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2017 | $14.19 | $15.83 | +11.6% | +11.6% |
| 2018 | $15.73 | $13.20 | -16.1% | -7.0% |
| 2019 | $13.52 | $15.52 | +14.8% | +9.4% |
| 2020 | $15.60 | $15.90 | +1.9% | +12.1% |
| 2021 | $15.90 | $15.63 | -1.7% | +10.2% |
| 2022 | $15.34 | $11.58 | -24.5% | -18.4% |
| 2023 | $11.76 | $12.04 | +2.4% | -15.2% |
| 2024 | $12.01 | $12.51 | +4.2% | -11.8% |
| 2025 | $12.30 | $12.48 | +1.4% | -12.1% |
| 2026 | $12.49 | $12.16 | -2.6% | -14.3% |
About Western Asset Inv Grade Income Fund Inc
Financial Services · NYSE
Western Asset Investment Grade Income Fund Inc. is a closed-end diversified investment company that seeks a high level of current income through a diversified portfolio of debt securities. The fund's secondary investment objective is capital appreciation. Its common shares trade on the New York Stock Exchange under the symbol PAI.
The fund is part of the Western Asset closed-end fund family and is associated with Franklin Templeton through fund distribution announcements made by Franklin Templeton and Legg Mason Partners Fund Advisor, LLC, an indirect wholly owned subsidiary of Franklin Resources, Inc. The fund's portfolio mandate focuses primarily on fixed income securities that are rated in the Baa or BBB categories or above at the time of purchase by one or more nationally recognized statistical rating organizations, or on unrated securities considered by the investment adviser to be of comparable quality at the time of purchase.
PAI may also invest, to a lesser extent, in privately placed debt securities and certain equity securities. Its income-oriented structure is reflected in recurring board-declared distributions to common shareholders. Distribution announcements identify the amount, record date, ex-dividend date, and payable date for declared distributions, while later tax reporting characterizes distributions as ordinary income, long-term capital gain, return of capital, or other applicable categories when definitive information is available.
As a closed-end fund, PAI's common shares trade in the secondary market and their market price may fluctuate with market conditions. Closed-end fund shares can trade at a discount to net asset value, so the fund's exchange-traded share price and its portfolio-based net asset value are distinct measures.
Similar Stocks
See how related companies performed
Frequently Asked Questions
Western Asset Inv Grade Income Fund Inc investment returns
How much would $1,000 invested in Western Asset Inv Grade Income Fund Inc be worth today?
If you invested $1,000 in Western Asset Inv Grade Income Fund Inc (PAI) 10 years ago on 2016-07-07, your investment would be worth $852 today, representing a -14.8% total return, growing at a compounded rate of -1.6% per year (CAGR).
Has Western Asset Inv Grade Income Fund Inc outperformed the S&P 500?
Over the past 10 years, PAI returned -14.8% compared to +258.6% for the S&P 500, underperforming the benchmark by 273.4 percentage points.
What is Western Asset Inv Grade Income Fund Inc's average annual return?
The compound annual growth rate (CAGR) of PAI over the past 10 years is -1.6%, growing at a compounded rate each year. Individual years vary significantly — PAI's best recent year was 2019 (+14.8%) and worst was 2022 (-24.5%).
Your Privacy is Protected
This calculator sends the symbol, date, and amount you enter to our server so we can fetch historical market data and render the result. We do not save those entries as a portfolio or account, but standard web server logs may still record the page request.
For informational and educational purposes only — not investment advice.
