IGI vs YANG

Comparison between Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF) and DIREXION DAILY FTSE CHINA BEAR 3X SHARES (YANG, ETF).

5-Year PerformanceIGI has outperformed YANG, delivering a return of -1.5% compared to -35.2%

IGI vs YANG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGI(ETF)	YANG(ETF)
Net Assets	$104M	$104M
Max Drawdown	37.46%	99.98%
Sharpe Ratio	-0.23	0.46
5Y Beta	0.13	-2.14
5Y Dividends CAGR	2.72%	N/A

Net Assets

IGI

$104M

Winner

YANG

$104M

Max Drawdown

Winner

IGI

37.46%

YANG

99.98%

Sharpe Ratio

IGI

-0.23

Winner

YANG

0.46

5Y Beta

IGI

0.13

Winner

YANG

-2.14

5Y Dividends CAGR

IGI

2.72%

YANG

N/A

IGI vs YANG - Historical Returns

Returns include dividend reinvestment.

Period	IGI	YANG
1 month	-0.09%	-10.90%
3 months	-0.81%	+16.90%
6 months	-0.66%	+36.05%
1 year	+2.08%	+15.97%
5 years(CAGR)	-1.48%	-35.18%
10 years(CAGR)	+1.61%	-37.04%
Max(CAGR)	+4.09%	-37.88%

Winner

IGI

-0.09%

YANG

-10.90%

IGI

-0.81%

Winner

YANG

+16.90%

IGI

-0.66%

Winner

YANG

+36.05%

IGI

+2.08%

Winner

YANG

+15.97%

5Y(CAGR)

Winner

IGI

-1.48%

YANG

-35.18%

10Y(CAGR)

Winner

IGI

+1.61%

YANG

-37.04%

Max(CAGR)

Winner

IGI

+4.09%

YANG

-37.88%

IGI vs YANG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IGI	YANG
2026	-0.54%	+39.97%
2025	+6.25%	-64.63%
2024	-2.08%	-73.82%
2023	+8.33%	+24.81%
2022	-21.47%	-41.91%
2021	+1.86%	+24.59%
2020	+2.02%	-54.91%
2019	+30.79%	-42.34%
2018	-10.67%	+26.11%
2017	+17.39%	-63.44%
2016	+7.25%	-37.86%
2015	+2.91%	-12.52%
2014	+11.47%	-50.37%
2013	-7.47%	-56.54%
2012	+11.77%	-38.64%
2011	+16.98%	+9.01%
2010	+7.42%	-52.31%
2009	+1.53%	+6.68%

IGI vs YANG 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 YANG was -99.98%, occurring on Oct 2, 2025. This drawdown has not yet recovered.

The current IGI drawdown is -14.09%. The current YANG drawdown is -99.97%.

Rank	IGI	YANG
#1	-31.83% Sep 21, 2021 - Sep 30, 2022	-99.98% Feb 8, 2010 - Oct 2, 2025
#2	-29.54% Jan 10, 2020 - Jun 16, 2020	-24.96% Dec 22, 2009 - Jan 22, 2010
#3	-20.24% Dec 29, 2017 - Jun 7, 2019	-13.84% Jan 29, 2010 - Feb 8, 2010
#4	-18.01% Jan 10, 2013 - Dec 30, 2014	-6.23% Dec 8, 2009 - Dec 17, 2009
#5	-13.15% Sep 27, 2016 - Aug 1, 2017	-3.29% Jan 22, 2010 - Jan 26, 2010
#6	-12.89% Aug 14, 2020 - Sep 13, 2021	N/A
#7	-11.87% Oct 20, 2010 - Jun 1, 2011	N/A
#8	-10.70% Oct 9, 2012 - Dec 21, 2012	N/A
#9	-9.94% Aug 19, 2011 - Dec 16, 2011	N/A
#10	-8.13% Jan 23, 2012 - May 31, 2012	N/A
#11	-7.92% Dec 1, 2015 - Mar 31, 2016	N/A
#12	-6.19% Jun 17, 2020 - Jul 24, 2020	N/A
#13	-6.09% Aug 3, 2009 - Dec 2, 2009	N/A
#14	-5.90% May 1, 2015 - Oct 2, 2015	N/A
#15	-5.72% Aug 1, 2017 - Dec 20, 2017	N/A

Correlation

Correlation between IGI and YANG is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.75

-101

Dividend Comparison (2009 - 2026)

IGI vs YANG dividend yield comparison.

Year	IGI	YANG
2026	2.67%	1.38%
2025	5.16%	4.03%
2024	5.19%	9.42%
2023	4.59%	3.66%
2022	4.90%	0.00%
2021	3.65%	0.00%
2020	3.78%	0.68%
2019	4.42%	1.54%
2018	5.50%	0.56%
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%	0.00%
2010	6.44%	0.00%
2009	2.64%	0.00%