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 12/31/2021b

Windhaven Strategies Total Returns (Net)

1/1/2002 through 12/31/2021b

Windhaven Diversified Strategies Compound Annual Returns (Net)

(As of 12/31/2021b)

  • Last 12 Months
  • Last 3 years
  • Last 5 Years
  • Last 10 Years
  • Since 1/1/2002b
  • Diversified Conservative Wrap Compositec
  • Last 12 Months
    4.4% 
  • Last 3 years
    7.3% 
  • Last 5 Years
    5.5% 
  • Last 10 Years
    3.7% 
  • Since 1/1/2002b
    7.3% 
  • Global Conservative Benchmarke
  • Last 12 Months
    4.2% 
  • Last 3 years
    8.4% 
  • Last 5 Years
    5.9% 
  • Last 10 Years
    4.5% 
  • Since 1/1/2002b
    5.2% 
  • Diversified Growth Wrap Compositec 
  • Last 12 Months
    11.6% 
  • Last 3 years
    12.2% 
  • Last 5 Years
    8.9% 
  • Last 10 Years
    6.4% 
  • Since 1/1/2002b
    6.8% 
  • Global Growth Benchmarkd
  • Last 12 Months
    11.2% 
  • Last 3 years
    13.8% 
  • Last 5 Years
    9.8% 
  • Last 10 Years
    7.6% 
  • Since 1/1/2002b
    6.5% 
  • Diversified Aggressive Wrap Compositec 
  • Last 12 Months
    15.3% 
  • Last 3 years
    14.3% 
  • Last 5 Years
    10.5% 
  • Last 10 Years
    7.7% 
  • Since 1/1/2002b
    8.1% 
  • Global Aggressive Benchmarkf
  • Last 12 Months
    15.2% 
  • Last 3 years
    15.9% 
  • Last 5 Years
    11.2% 
  • Last 10 Years
    8.1% 
  • Since 1/1/2002b
    6.8% 

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