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 Charts
-
Windhaven Diversified Growth Performance (Net)
-
Windhaven Strategies Total Returns (Net)
Windhaven Diversified Strategies Compound Annual Returns (Net)
(As of 12/31/2019a)
- Last 12 Months
- Last 3 years
- Last 5 Years
- Last 10 Years
- Since 1/1/2002a
-
Diversified Conservative Wrap Compositeb>
Last 12 Months
11.0%>Last 3 years
5.5%>Last 5 Years
3.1%>Last 10 Years
3.3%>Since 1/1/2002a
4.7%>-
Global Conservative Benchmarkd>
Last 12 Months
12.8%>Last 3 years
5.8%>Last 5 Years
3.9%>Last 10 Years
4.5%>Since 1/1/2002a
5.0%>-
Diversified Growth Wrap Compositeb>
Last 12 Months
16.3%>Last 3 years
8.0%>Last 5 Years
4.5%>Last 10 Years
5.2%>Since 1/1/2002a
6.5%>-
Global Growth Benchmarkc>
Last 12 Months
19.0%>Last 3 years
8.7%>Last 5 Years
5.8%>Last 10 Years
6.3%>Since 1/1/2002a
6.0%>-
Diversified Aggressive Wrap Compositeb>
Last 12 Months
18.4%>Last 3 years
9.3%>Last 5 Years
5.1%>Last 10 Years
6.0%>Since 1/1/2002a
7.7%>-
Global Aggressive Benchmarke>
Last 12 Months
21.5%>Last 3 years
9.9%>Last 5 Years
6.0%>Last 10 Years
6.1%>Since 1/1/2002a
6.1%>Questions? We're ready to help.
-
Call
-
Chat
-
Visit