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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 investment approach for the Windhaven Strategies 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 through 3/31/2019a)
Windhaven Diversified Growth Performance (Net) | Over market cycles (1/1/2002 to 03/31/2019 (a)). 25.6% decline during the credit crisis ending in 2011. 263% of loss has been recaptured to date.
Windhaven Strategies Total Returns (Net):
1/1/2002 through 3/31/2019a
  • Diversified Conservative Wrap Compositeb
    Global Conservative Benchmarkd

    • Windhaven Strategies 114.1%

    • Global Benchmark 126.7%

  • Diversified Growth Wrap Compositeb
    Global Growth Benchmarkc

    • Windhaven Strategies 183.7%

    • Global Benchmark 160.5%

  • Diversified Aggressive Wrap Compositeb
    Global Aggressive Benchmarke

    • Windhaven Strategies 244.2%

    • Global Benchmark 165.5%

Windhaven Diversified Strategies

Compound Annual Returns (Net)
(as of 9/30/2018a)

Compound Annual Returns (Net)
(as of 3/31/2019a)
12 Months
3 Years
5 Years
10 Years
Diversified Conservative Wrap Compositeb 1.9% 3.1% 1.9% 3.4% 4.5%
Global Conservative Benchmarkd 4.0% 4.1% 2.8% 5.2% 4.9%
Diversified Growth Wrap Compositeb 1.1% 5.4% 3.0% 6.3% 6.2%
Global Growth Benchmarkc 3.4% 7.1% 4.2% 8.2% 5.7%
Diversified Aggressive Wrap Compositeb 0.5% 6.5% 3.4% 7.6% 7.4%
Global Aggressive Benchmarke 1.5% 8.4% 3.5% 8.6% 5.8%

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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.  

Performance Calculation