table showing the additional taxes Emily would owe for each strategy.
Source: FactSet and Edward Jones calculations. Best days are defined as the top percentage gains for the S&P 500 TR USD Index during the entire period. An index is unmanaged, is not available for direct investment and is not meant to depict an actual investment. We assume reinvestment of dividends back into the index. Historic average annual returns incorporate the impact of compounding over time. Calculations do not include the impacts of trading, liquidity, costs, fees or taxes a client can experience when investing, which would lower performance results. Past performance does not guarantee future results. Values rounded to the nearest $5,000.

Important information:

1 Source: FactSet, Edward Jones calculations: 1/3/1928–12/31/2024. Past performance does not guarantee future results. Market indexes are unmanaged, cannot be invested into directly and are not meant to depict an actual investment.