Issue link: https://resources.envestnet.com/i/1540867
© 2025 Envestnet, Inc. All rights reserved. For one-on-one use with a client's financial advisor only. 76 Even in Rising Markets, Many S&P 500 Stocks Fall. These Losses May Be Harvested. Some percentages don't sum to 100 due to rounding. Price return data for surviving S&P 500 index constituents and the S&P 500. Source: YCharts. 19% 46% 24% 17% 63% 9% 38% 13% 72% 29% 34% 80% 54% 76% 83% 38% 91% 63% 87% 28% 71% 66% -20% -10% 0% 10% 20% 30% 40% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 S&P 500 Return Percentage of Losers Percentage of Gainers S&P 500 Return (rhs) 20251017-4912642