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 Charts

  • 1/1/2002 through 3/31/2019 (a)

    Windhaven Diversified Growth Performance (Net)

    Windhaven diversified growth performance chart
  • 1/1/2002 through 3/31/2019 (a)

    Windhaven Strategies Total Returns (Net)

    Total Returns for Windhaven Strategies against benchmarks chart

Windhaven Diversified Strategies Compound Annual Returns (Net)

(As of 3/31/2019a)

  • Last 12 Months
  • Last 3 Years
  • Last 5 Years
  • Last 10 Years
  • Since 1/1/2002
  • Diversified Conservative Wrap Compositeb

  • Last 12 Months

    1.9%

  • Last 3 Years

    3.1%

  • Last 5 Years

    1.9%

  • Last 10 Years

    3.4% 

  • Since 1/1/2002

    4.5% 
  • Global Conservative Benchmarkd

  • Last 12 Months

    4.0% 

  • Last 3 Years

    4.1% 

  • Last 5 Years

    2.8% 

  • Last 10 Years

    5.2% 

  • Since 1/1/2002

    4.9% 
  • Diversified Growth Wrap Compositeb 

  • Last 12 Months

    1.1% 

  • Last 3 Years

    5.4% 

  • Last 5 Years

    3.0% 

  • Last 10 Years

    6.3% 

  • Since 1/1/2002

    6.2% 
  • Global Growth Benchmarkc

  • Last 12 Months

    3.4% 

  • Last 3 Years

    7.1% 

  • Last 5 Years

    4.2% 

  • Last 10 Years

    8.2% 

  • Since 1/1/2002

    5.7% 
  • Diversified Aggressive Wrap Compositeb 

  • Last 12 Months

    0.5% 

  • Last 3 Years

    6.5% 

  • Last 5 Years

    3.4% 

  • Last 10 Years

    7.6% 

  • Since 1/1/2002

    7.4% 
  • Global Aggressive Benchmarke

  • Last 12 Months

    1.5% 

  • Last 3 Years

    8.4% 

  • Last 5 Years

    3.5% 

  • Last 10 Years

    8.6% 

  • Since 1/1/2002

    5.8% 

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