Windhaven Strategies: Performance

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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® Strategies 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)

1/1/2002 through 12/31/2020ᵃ

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Windhaven Strategies Total Returns (Net)

1/1/2002 through 12/31/2020ᵃ

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Windhaven Diversified Strategies Compound Annual Returns (Net)

(As of 12/31/2020a)

  • Last 12 Months
  • Last 3 years
  • Last 5 Years
  • Last 10 Years
  • Since 1/1/2002a
  • Diversified Conservative Wrap Compositeb
  • Last 12 Months
    6.6% 
  • Last 3 years
    4.8% 
  • Last 5 Years
    4.9% 
  • Last 10 Years
    3.5% 
  • Since 1/1/2002a
    4.8% 
  • Global Conservative Benchmarkd
  • Last 12 Months
    8.3% 
  • Last 3 years
    6.0% 
  • Last 5 Years
    6.0% 
  • Last 10 Years
    4.5% 
  • Since 1/1/2002a
    5.2% 
  • Diversified Growth Wrap Composite
  • Last 12 Months
    8.8% 
  • Last 3 years
    6.1% 
  • Last 5 Years
    7.1% 
  • Last 10 Years
    5.3% 
  • Since 1/1/2002a
    6.6% 
  • Global Growth Benchmarkc
  • Last 12 Months
    11.4% 
  • Last 3 years
    7.7% 
  • Last 5 Years
    8.7% 
  • Last 10 Years
    6.4% 
  • Since 1/1/2002a
    6.3% 
  • Diversified Aggressive Wrap Composite
  • Last 12 Months
    9.3% 
  • Last 3 years
    6.6% 
  • Last 5 Years
    8.0% 
  • Last 10 Years
    6.0% 
  • Since 1/1/2002a
    7.8% 
  • Global Aggressive Benchmarke
  • Last 12 Months
    11.3% 
  • Last 3 years
    7.6% 
  • Last 5 Years
    9.6% 
  • Last 10 Years
    6.1% 
  • Since 1/1/2002a
    6.4% 

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