What is Western Asset Invstm Grd Dfnd Opp Tr ROE %?
Western Asset Invstm Grd Dfnd Opp TrIGI -0.12%37 ROE % is 11.65% as of Nov. 2025, which is 105% above its 10-year median of 5.67. GuruFocus rates IGI with a GF Score™ of 37/100. The stock has 4 warning signs investors should review. Among 1,614 Asset Management companies, Western Asset Invstm Grd Dfnd Opp Tr ranks worse than 52.66% on this metric.
IGI's ROE % is ranked worse than 52.66% of 1614
companies
in the Asset Management industry
Industry Median: 6.36
vs IGI: 5.73
Western Asset Invstm Grd Dfnd Opp Tr (NYSE:IGI) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Nov. 2025) net income data. The Revenue data used here is two times the semi-annual (Nov. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Western Asset Invstm Grd Dfnd Opp Tr ROE % Related Terms
Western Asset Invstm Grd Dfnd Opp Tr ROE % Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Western Asset Invstm Grd Dfnd Opp Tr's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Western Asset Invstm Grd Dfnd Opp Tr ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Western Asset Invstm Grd Dfnd Opp Tr's ROE % distribution charts can be found below:
* The bar in red indicates where Western Asset Invstm Grd Dfnd Opp Tr's ROE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Nov. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Western Asset Invstm Grd Dfnd Opp Tr (IGI) has a ROE % of 11.65% as of Nov. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Western Asset Invstm Grd Dfnd Opp Tr and its competitors. This is 105% above median its historical median of 5.67. According to the industry distribution chart, Western Asset Invstm Grd Dfnd Opp Tr ranks #850 out of 1614 companies in the Asset Management industry, placing it in the top 52.7%.
Is Western Asset Invstm Grd Dfnd Opp Tr's ROE % too high?
Western Asset Invstm Grd Dfnd Opp Tr's current ROE % of 11.65% is 105% above median its 10-year median of 5.67. The Asset Management industry median ROE % is 6.36. Western Asset Invstm Grd Dfnd Opp Tr's value of 11.65% is 83.2% above this industry median. Based on the distribution chart, Western Asset Invstm Grd Dfnd Opp Tr ranks #850 out of 1614 companies in the Asset Management industry, which is below the industry midpoint. Overall, Western Asset Invstm Grd Dfnd Opp Tr has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Western Asset Invstm Grd Dfnd Opp Tr's ROE % compare to OCCI and RMI?
According to the Asset Management industry distribution chart, Western Asset Invstm Grd Dfnd Opp Tr ranks #850 out of 1614 companies for ROE %. This places Western Asset Invstm Grd Dfnd Opp Tr in the lower half of its industry. The industry median ROE % is 6.36. Western Asset Invstm Grd Dfnd Opp Tr's value of 11.65% is 83.2% above this benchmark. While the company's 10-year median is 5.67 vs. the industry median of 6.36, Western Asset Invstm Grd Dfnd Opp Tr has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.36, based on 1,614 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Western Asset Invstm Grd Dfnd Opp Tr's current ROE % of 11.65% is 83.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Western Asset Invstm Grd Dfnd Opp Tr and its competitors. For the Asset Management industry, the median ROE % is 6.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Western Asset Invstm Grd Dfnd Opp Tr's current ROE % is 11.65%, which is 105% above median its own 10-year median of 5.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Western Asset Invstm Grd Dfnd Opp Tr stock overvalued right now?
Western Asset Invstm Grd Dfnd Opp Tr (IGI) has a current ROE % of 11.65%. The current ROE % is 11.65%, which is 105% above median its 10-year median of 5.67 and 83.2% above the Asset Management industry median of 6.36. Western Asset Invstm Grd Dfnd Opp Tr's overall GF Score™ is 37/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Western Asset Invstm Grd Dfnd Opp Tr (IGI), the current ROE % is 11.65% as of Nov. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Western Asset Invstm Grd Dfnd Opp Tr Business Description
Western Asset Invstm Grd Dfnd Opp Tr Inc operates as a non-diversified closed-end management investment company. Its primary investment objective is to provide current income and then liquidate & distribute substantially all of the Fund's net assets to stockholders. As a secondary investment objective, the Fund will seek capital appreciation. The Fund seeks to achieve its investment objectives by investing at least 80% of its net assets in investment-grade corporate fixed-income securities of varying maturities.
37GF Score
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