IGI vs DUST

Comparison between Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF) and Direxion Daily Gold Miners Index Bear -2X Shares (DUST, ETF).

5-Year PerformanceIGI has outperformed DUST, delivering a return of -1.2% compared to -45.8%

IGI vs DUST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGI(ETF)	DUST(ETF)
Net Assets	$104M	$104M
Max Drawdown	37.46%	100.00%
Sharpe Ratio	-0.15	-1.03
5Y Beta	0.13	0.00
5Y Dividends CAGR	2.61%	-32.47%

Net Assets

IGI

$104M

Winner

DUST

$104M

Max Drawdown

Winner

IGI

37.46%

DUST

100.00%

Sharpe Ratio

Winner

IGI

-0.15

DUST

-1.03

5Y Beta

IGI

0.13

Winner

DUST

0.00

5Y Dividends CAGR

Winner

IGI

2.61%

DUST

-32.47%

IGI vs DUST - Historical Returns

Returns include dividend reinvestment.

Period	IGI	DUST
1 month	-0.24%	+8.90%
3 months	-0.78%	+38.62%
6 months	-0.46%	-28.34%
1 year	+2.38%	-73.54%
5 years(CAGR)	-1.18%	-45.84%
10 years(CAGR)	+1.74%	-52.97%
Max(CAGR)	+4.09%	-49.05%

IGI

-0.24%

Winner

DUST

+8.90%

IGI

-0.78%

Winner

DUST

+38.62%

Winner

IGI

-0.46%

DUST

-28.34%

Winner

IGI

+2.38%

DUST

-73.54%

5Y(CAGR)

Winner

IGI

-1.18%

DUST

-45.84%

10Y(CAGR)

Winner

IGI

+1.74%

DUST

-52.97%

Max(CAGR)

Winner

IGI

+4.09%

DUST

-49.05%

IGI vs DUST - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IGI	DUST
2026	-1.01%	-17.14%
2025	+6.25%	-87.72%
2024	-2.08%	-31.54%
2023	+8.33%	-22.58%
2022	-21.47%	-26.28%
2021	+1.86%	+10.83%
2020	+2.02%	-85.68%
2019	+30.79%	-75.25%
2018	-10.67%	+4.30%
2017	+17.39%	-44.37%
2016	+7.25%	-93.61%
2015	+2.91%	-26.77%
2014	+11.47%	-36.10%
2013	-7.47%	+194.94%
2012	+11.77%	-14.35%
2011	+16.98%	+8.40%
2010	+7.42%	-3.03%
2009	+1.53%	N/A

IGI vs DUST Drawdown Comparison

The maximum drawdown for IGI was -31.83%, occurring on Sep 30, 2022. This drawdown has not yet recovered.

The maximum drawdown for DUST was -100.00%, occurring on Feb 27, 2026. This drawdown has not yet recovered.

The current IGI drawdown is -14.50%. The current DUST drawdown is -100.00%.

Rank	IGI	DUST
#1	-31.83% Sep 21, 2021 - Sep 30, 2022	-100.00% Jun 26, 2013 - Feb 27, 2026
#2	-29.54% Jan 10, 2020 - Jun 16, 2020	-70.64% May 15, 2012 - Apr 12, 2013
#3	-20.24% Dec 29, 2017 - Jun 7, 2019	-46.69% Jan 25, 2011 - Apr 23, 2012
#4	-18.01% Jan 10, 2013 - Dec 30, 2014	-39.18% May 17, 2013 - Jun 20, 2013
#5	-13.15% Sep 27, 2016 - Aug 1, 2017	-32.31% Apr 17, 2013 - May 17, 2013
#6	-12.89% Aug 14, 2020 - Sep 13, 2021	-11.13% Apr 23, 2012 - May 3, 2012
#7	-11.87% Oct 20, 2010 - Jun 1, 2011	-6.61% Dec 22, 2010 - Jan 4, 2011
#8	-10.70% Oct 9, 2012 - Dec 21, 2012	-6.19% May 8, 2012 - May 14, 2012
#9	-9.94% Aug 19, 2011 - Dec 16, 2011	-4.59% Jan 7, 2011 - Jan 13, 2011
#10	-8.13% Jan 23, 2012 - May 31, 2012	-3.58% Dec 8, 2010 - Dec 16, 2010
#11	-7.92% Dec 1, 2015 - Mar 31, 2016	-3.30% Jan 14, 2011 - Jan 20, 2011
#12	-6.19% Jun 17, 2020 - Jul 24, 2020	-3.07% Jun 20, 2013 - Jun 24, 2013
#13	-6.09% Aug 3, 2009 - Dec 2, 2009	-1.65% Dec 16, 2010 - Dec 22, 2010
#14	-5.90% May 1, 2015 - Oct 2, 2015	-0.81% May 3, 2012 - May 7, 2012
#15	-5.72% Aug 1, 2017 - Dec 20, 2017	N/A

Correlation

Correlation between IGI and DUST is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.76

-101

Dividend Comparison (2009 - 2026)

IGI vs DUST dividend yield comparison.

Year	IGI	DUST
2026	2.22%	1.26%
2025	5.16%	12.51%
2024	5.19%	4.99%
2023	4.59%	4.47%
2022	4.90%	0.00%
2021	3.65%	0.00%
2020	3.78%	3.61%
2019	4.42%	2.50%
2018	5.50%	0.37%
2017	4.64%	0.00%
2016	5.83%	0.00%
2015	5.95%	0.00%
2014	5.71%	0.00%
2013	7.47%	0.00%
2012	5.72%	0.00%
2011	6.36%	4.64%
2010	6.44%	0.00%
2009	2.64%	0.00%