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.

Windhaven Diversified Growth Performance (Net)

1/1/2002 through 12/31/2022^b

Windhaven Strategies Total Returns (Net)

1/1/2002 through 12/31/2022^b

Windhaven Diversified Strategies Compound Annual Returns (Net)

(As of 12/31/2022^b)

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

Diversified Conservative Wrap Composite^c
Last 12 Months

-9.8%
Last 3 years

0.1%
Last 5 Years

1.6%
Last 10 Years

2.1%
Since 1/1/2002^b

4.0%

Global Conservative Benchmark^e
Last 12 Months

-12.2%
Last 3 years

-0.3%
Last 5 Years

1.7%
Last 10 Years

2.5%
Since 1/1/2002^b

4.3%

Diversified Growth Wrap Composite^c
Last 12 Months

-10.2%
Last 3 years

2.9%
Last 5 Years

3.7%
Last 10 Years

4.2%
Since 1/1/2002^b

6.0%

Global Growth Benchmark^d
Last 12 Months

-14.1%
Last 3 years

2.1%
Last 5 Years

3.6%
Last 10 Years

4.9%
Since 1/1/2002^b

5.4%

Diversified Aggressive Wrap Composite^c
Last 12 Months

-10.3%
Last 3 years

4.2%
Last 5 Years

4.6%
Last 10 Years

5.3%
Since 1/1/2002^b

7.2%

Global Aggressive Benchmark^f
Last 12 Months

-14.3%
Last 3 years

3.2%
Last 5 Years

4.2%
Last 10 Years

5.3%
Since 1/1/2002^b

5.7%

Questions? We're ready to help.