In June 2001 the research firm Dalbar Inc., of Boston, released a study entitled “Quantitative Analysis of Investor Behavior.” The study examined real investor returns from January 1984 through December 2000. It found that the individual equity mutual fund investor realized an annual return of ...
In addition, even if the Ending Value of an Underlying is at or above its Threshold Value, you will lose a significant portion or all of your investment in the Notes if the Ending Value of the Least Performing Underlying is below its Threshold Value. CONTINGENT INCOME I...
CONTINGENT INCOME ISSUER CALLABLE YIELD NOTES | PS-2 Contingent Income Issuer Callable Yield Notes Linked to the Least Performing of the Dow Jones Industrial Average®, the Nasdaq-100® Index and the S&P 500® Index Early Redemption Amount: Redemption Amount: For each $...
CONTINGENT INCOME AUTO-CALLABLE YIELD NOTES | PS-7 Contingent Income Auto-Callable Yield Notes Linked to the Least Performing of the Dow Jones Industrial Average®, the Nasdaq-100® Index and the S&P 500® Index Risk Factors Your investment in the Notes entails significa...
CONTINGENT INCOME ISSUER CALLABLE YIELD NOTES | PS-2 Contingent Income Issuer Callable Yield Notes Linked to the Least Performing of the Dow Jones Industrial Average®, the Nasdaq-100® Index and the S&P 500® Index Early Redemption Amount: Redemption Amount: For each $...
CONTINGENT INCOME ISSUER CALLABLE YIELD NOTES | PS-8 Contingent Income Issuer Callable Yield Notes Linked to the Least Performing of the S&P 500® Equal Weight Index, the Dow Jones Industrial Average® and the Russell 2000® Index Risk Factors Your investment in the N...
Beginning in January 2024, all (but not less than all) of the Notes will be automatically called if the Observation Value of each Underlying is greater than or equal to its Call Value on any Observation Date (other than the final CONTINGENT INCOME AUTO-CALLABLE YIELD NOT...
As discussed above, the IRS has indicated in the Notice that it is considering whether income in respect of instruments such as the Notes should be subject to withholding tax. Prospective Non-U.S. Holders should consult their own tax advisors regarding the tax consequences ...