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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