
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
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Windhaven Strategies Total Returns (Net)
1/1/2002 through 12/31/2021b
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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
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Diversified Conservative Wrap Compositec>Last 12 Months4.4%>Last 3 years7.3%>Last 5 Years5.5%>Last 10 Years3.7%>Since 1/1/2002b7.3%>
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Global Conservative Benchmarke>Last 12 Months4.2%>Last 3 years8.4%>Last 5 Years5.9%>Last 10 Years4.5%>Since 1/1/2002b5.2%>
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Diversified Growth Wrap Compositec>Last 12 Months11.6%>Last 3 years12.2%>Last 5 Years8.9%>Last 10 Years6.4%>Since 1/1/2002b6.8%>
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Global Growth Benchmarkd>Last 12 Months11.2%>Last 3 years13.8%>Last 5 Years9.8%>Last 10 Years7.6%>Since 1/1/2002b6.5%>
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Diversified Aggressive Wrap Compositec>