Windhaven Strategies: Performance

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

Windhaven Strategies Total Returns (Net)

1/1/2002 through 12/31/2020ᵃ

Windhaven Diversified Strategies Compound Annual Returns (Net)

(As of 12/31/2020^a)

Last 12 Months
Last 3 years
Last 5 Years
Last 10 Years
Since 1/1/2002^a

Diversified Conservative Wrap Composite^b
Last 12 Months

6.6%
Last 3 years

4.8%
Last 5 Years

4.9%
Last 10 Years

3.5%
Since 1/1/2002^a

4.8%

Global Conservative Benchmark^d
Last 12 Months

8.3%
Last 3 years

6.0%
Last 5 Years

6.0%
Last 10 Years

4.5%
Since 1/1/2002^a

5.2%

Diversified Growth Wrap Composite^b
Last 12 Months

8.8%
Last 3 years

6.1%
Last 5 Years

7.1%
Last 10 Years

5.3%
Since 1/1/2002^a

6.6%

Global Growth Benchmark^c
Last 12 Months

11.4%
Last 3 years

7.7%
Last 5 Years

8.7%
Last 10 Years

6.4%
Since 1/1/2002^a

6.3%

Diversified Aggressive Wrap Composite^b
Last 12 Months

9.3%
Last 3 years

6.6%
Last 5 Years

8.0%
Last 10 Years

6.0%
Since 1/1/2002^a

7.8%

Global Aggressive Benchmark^e
Last 12 Months

11.3%
Last 3 years

7.6%
Last 5 Years

9.6%
Last 10 Years

6.1%
Since 1/1/2002^a

6.4%

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