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Windhaven®
 

A Sixteen-Year Performance Track Record

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By diversifying across global capital markets, dynamically adjusting asset allocations, and striving to capture much of the up markets and less of the down, the Windhaven® investment approach has helped deliver attractive long-term performance while attempting to reduce losses during turbulent markets since 2002. View Windhaven Strategies.

 
Windhaven Diversified Growth Performance (Net) | Over market cycles (1/1/2002 to 03/31/2018 (a)). 25.6% decline during the credit crisis ending in 2011. 257.1% of loss has been recaptured to date. Windhaven Diversified Growth Performance (Net) | Over market cycles (1/1/2002 to 03/31/2018 (a)). 25.6% decline during the credit crisis ending in 2011. 257.1% of loss has been recaptured to date.
Windhaven Diversified Growth Performance (Net) | Over market cycles (1/1/2002 to 03/31/2018 (a)). 25.6% decline during the credit crisis ending in 2011. 257.1% of loss has been recaptured to date. Windhaven Diversified Growth Performance (Net) | Over market cycles (1/1/2002 to 03/31/2018 (a)). 25.6% decline during the credit crisis ending in 2011. 257.1% of loss has been recaptured to date.
Windhaven Total Returns (net): 1/1/2002 through 3/31/2018 (a) | Set 1: [Diversified Conservative Wrap Composite (b): 110% | Global Conservative Benchmark (d): 118.1%]; Set 2: [Diversified Growth Wrap Composite (b): 180.7% | Global Growth Benchmark (c): 152%]; Set 3: [Diversified Aggressive Wrap Composite (b): 242.4% | Global Aggressive Benchmark (e): 161.7%] Windhaven Total Returns (net): 1/1/2002 through 3/31/2018 (a) | Set 1: [Diversified Conservative Wrap Composite (b): 110% | Global Conservative Benchmark (d): 118.1%]; Set 2: [Diversified Growth Wrap Composite (b): 180.7% | Global Growth Benchmark (c): 152%]; Set 3: [Diversified Aggressive Wrap Composite (b): 242.4% | Global Aggressive Benchmark (e): 161.7%]
Windhaven Total Returns (net): 1/1/2002 through 3/31/2018 (a) | Set 1: [Diversified Conservative Wrap Composite (b): 110% | Global Conservative Benchmark (d): 118.1%]; Set 2: [Diversified Growth Wrap Composite (b): 180.7% | Global Growth Benchmark (c): 152%]; Set 3: [Diversified Aggressive Wrap Composite (b): 242.4% | Global Aggressive Benchmark (e): 161.7%] Windhaven Total Returns (net): 1/1/2002 through 3/31/2018 (a) | Set 1: [Diversified Conservative Wrap Composite (b): 110% | Global Conservative Benchmark (d): 118.1%]; Set 2: [Diversified Growth Wrap Composite (b): 180.7% | Global Growth Benchmark (c): 152%]; Set 3: [Diversified Aggressive Wrap Composite (b): 242.4% | Global Aggressive Benchmark (e): 161.7%]

Windhaven Diversified Strategies

Compound Annual Returns (Net)
(as of 12/31/2018a)

Compound Annual Returns (Net)
(as of 3/31/2018a)
Last
12 Months
Last
3 Years
Last
5 Years
Last
10 Years
Since
1/1/2002
Diversified Conservative Wrap Compositeb 4.7% 1.7% 2.0% 2.5% 4.7%
Global Conservative Benchmarkd 4.5% 2.4% 2.7% 3.6% 4.9%
Diversified Growth Wrap Compositeb 8.9% 3.4% 4.0% 3.8% 6.6%
Global Growth Benchmarkc 9.3% 4.9% 5.3% 4.3% 5.9%
Diversified Aggressive Wrap Compositeb 11.5% 4.1% 5.2% 4.5% 7.9%
Global Aggressive Benchmarke 13.5% 6.1% 5.5% 3.5% 6.1%
 

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Past performance is not indicative of future returns, and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur.

Please refer to the Windhaven Strategies Disclosure Brochure for additional information. 

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