Performance analysis of IGI (Western Asset Investment Grade Defined Opportunity Trust)
Annual Return
Over the past 3 years, IGI has had an average annual return of +4.63%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IGI has had an average annual return of -1.26%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IGI has had an average annual return of +1.87%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 1, 2009, IGI has had an average annual return of +4.13%, underperforming the benchmark SPY, which returned +15.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.39% | +6.54% | -2.53% | +13.39% | -22.01% | +1.40% | +1.66% | +29.59% | -14.58% | +17.80% | +7.04% | +1.79% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +10.25% | -5.74% | +11.41% | +17.10% | +7.64% | +1.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.31% | +0.31% | -1.81% | +0.31% | +1.01% | -0.50% | -0.39% | ||||||
| 2025 | +1.60% | +1.58% | -0.23% | -1.19% | +0.38% | +2.16% | +0.07% | +0.92% | +0.97% | +0.07% | -0.35% | +0.43% | +6.54% |
| 2024 | -1.08% | -1.10% | +1.76% | -3.35% | +1.68% | +1.78% | +2.23% | +2.83% | +1.46% | -5.94% | -0.22% | -2.21% | -2.53% |
| 2023 | +6.31% | -3.62% | +2.70% | -0.85% | -1.93% | +0.34% | +1.57% | -1.60% | -1.74% | -2.91% | +7.31% | +7.95% | +13.39% |
| 2022 | -7.47% | -4.48% | -2.10% | -6.11% | +1.02% | -3.87% | +4.88% | -2.38% | -10.38% | +2.73% | +5.68% | -0.76% | -22.01% |
| 2021 | -3.73% | -0.49% | +0.88% | +4.39% | -3.74% | +3.27% | +0.76% | -1.65% | +2.18% | -1.28% | +1.64% | -0.48% | +1.40% |
| 2020 | -4.43% | -5.17% | -8.67% | +5.49% | +11.59% | -0.96% | +5.84% | -4.25% | -4.47% | -0.84% | +4.81% | +4.70% | +1.66% |
| 2019 | +5.54% | +1.98% | +1.69% | +2.94% | +1.29% | +1.42% | +3.36% | -0.15% | +0.41% | +1.43% | -1.55% | +8.20% | +29.59% |
| 2018 | -8.44% | +0.99% | +2.25% | -1.65% | -0.61% | +1.58% | -5.29% | +2.05% | +4.37% | -12.30% | -0.64% | +3.50% | -14.58% |
| 2017 | +0.18% | +2.80% | -1.72% | +1.32% | +0.63% | +6.12% | +1.48% | -0.82% | -1.96% | +2.01% | +1.74% | +5.02% | +17.80% |
Drawdown analysis of IGI (Western Asset Investment Grade Defined Opportunity Trust)
The maximum drawdown for the IGI was -31.83%, occurring on Sep 30, 2022. This drawdown has not yet recovered.
The current IGI drawdown is -13.86%.
Since Jul 1, 2009 IGI has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.83% | Sep 21, 2021 | 259 | Sep 30, 2022 | Ongoing | Ongoing | Ongoing |
| -29.54% | Jan 10, 2020 | 49 | Mar 23, 2020 | 59 | Jun 16, 2020 | 108 |
| -20.25% | Dec 29, 2017 | 245 | Dec 20, 2018 | 115 | Jun 7, 2019 | 360 |
| -18.00% | Jan 10, 2013 | 170 | Sep 13, 2013 | 326 | Dec 30, 2014 | 496 |
| -13.15% | Sep 27, 2016 | 43 | Nov 28, 2016 | 169 | Aug 1, 2017 | 212 |
| -12.89% | Aug 14, 2020 | 43 | Oct 15, 2020 | 228 | Sep 13, 2021 | 271 |
| -11.88% | Oct 20, 2010 | 38 | Dec 14, 2010 | 116 | Jun 1, 2011 | 154 |
| -10.70% | Oct 9, 2012 | 25 | Nov 15, 2012 | 25 | Dec 21, 2012 | 50 |
| -9.94% | Aug 19, 2011 | 39 | Oct 14, 2011 | 44 | Dec 16, 2011 | 83 |
| -8.13% | Jan 23, 2012 | 42 | Mar 22, 2012 | 48 | May 31, 2012 | 90 |
| -7.92% | Dec 1, 2015 | 50 | Feb 12, 2016 | 32 | Mar 31, 2016 | 82 |
| -6.19% | Jun 17, 2020 | 7 | Jun 26, 2020 | 19 | Jul 24, 2020 | 26 |
| -6.10% | Aug 3, 2009 | 61 | Oct 28, 2009 | 24 | Dec 2, 2009 | 85 |
| -5.89% | May 1, 2015 | 29 | Jun 12, 2015 | 78 | Oct 2, 2015 | 107 |
| -5.73% | Aug 1, 2017 | 72 | Nov 10, 2017 | 27 | Dec 20, 2017 | 99 |
| -5.65% | Jun 14, 2010 | 7 | Jun 23, 2010 | 6 | Jul 1, 2010 | 13 |
| -5.51% | May 3, 2010 | 16 | May 25, 2010 | 13 | Jun 14, 2010 | 29 |
| -5.27% | Jul 22, 2011 | 11 | Aug 8, 2011 | 6 | Aug 16, 2011 | 17 |
| -5.03% | Oct 30, 2019 | 13 | Nov 18, 2019 | 21 | Dec 18, 2019 | 34 |
| -4.96% | Aug 3, 2012 | 10 | Aug 17, 2012 | 22 | Sep 19, 2012 | 32 |
| -4.90% | Dec 23, 2011 | 6 | Jan 4, 2012 | 11 | Jan 20, 2012 | 17 |
| -4.77% | Jun 11, 2019 | 22 | Jul 12, 2019 | 4 | Jul 18, 2019 | 26 |
| -4.74% | Aug 11, 2016 | 28 | Sep 21, 2016 | 4 | Sep 27, 2016 | 32 |
| -4.65% | Aug 6, 2010 | 12 | Aug 24, 2010 | 8 | Sep 3, 2010 | 20 |
| -4.57% | Jul 19, 2019 | 21 | Aug 19, 2019 | 8 | Aug 29, 2019 | 29 |