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

  • Windhaven Diversified Growth Performance (Net)

    Windhaven Growth Chart

  • Windhaven Strategies Total Returns (Net)

    Windhaven Total Returns Chart

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%

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