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
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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
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Diversified Conservative Wrap Compositeb>Last 12 Months6.6%>Last 3 years4.8%>Last 5 Years4.9%>Last 10 Years3.5%>Since 1/1/2002a4.8%>
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Global Conservative Benchmarkd>Last 12 Months8.3%>Last 3 years6.0%>Last 5 Years6.0%>Last 10 Years4.5%>Since 1/1/2002a5.2%>
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Diversified Growth Wrap Compositeb>Last 12 Months8.8%>Last 3 years6.1%>Last 5 Years7.1%>Last 10 Years5.3%>Since 1/1/2002a6.6%>
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Global Growth Benchmarkc>Last 12 Months11.4%>Last 3 years7.7%>Last 5 Years8.7%>Last 10 Years6.4%>Since 1/1/2002a6.3%>
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Diversified Aggressive Wrap Compositeb>