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 12/31/2023^b

Windhaven Strategies Total Returns (Net)

1/1/2002 through 12/31/2023^b

Windhaven Diversified Strategies Compound Annual Returns (Net)

(As of 12/31/2023^b)

Last 12 Months
Last 3 years
Last 5 Years
Last 10 Years
Since 1/1/2002^b

Diversified Conservative Wrap Composite^c
Last 12 Months

5.9%
Last 3 years

-0.1%
Last 5 Years

3.4%
Last 10 Years

2.3%
Since 1/1/2002^b

4.1%

Global Conservative Benchmark^e
Last 12 Months

8.3%
Last 3 years

-0.3%
Last 5 Years

3.9%
Last 10 Years

3.0%
Since 1/1/2002^b

4.4%

Diversified Growth Wrap Composite^c
Last 12 Months

9.9%
Last 3 years

3.3%
Last 5 Years

6.9%
Last 10 Years

4.3%
Since 1/1/2002^b

6.1%

Global Growth Benchmark^d
Last 12 Months

14.1%
Last 3 years

2.9%
Last 5 Years

7.7%
Last 10 Years

5.2%
Since 1/1/2002^b

5.8%

Diversified Aggressive Wrap Composite^c
Last 12 Months

11.1%
Last 3 years

4.7%
Last 5 Years

8.3%
Last 10 Years

5.0%
Since 1/1/2002^b

7.3%

Global Aggressive Benchmark^f
Last 12 Months

16.0%
Last 3 years

4.6%
Last 5 Years

9.1%
Last 10 Years

5.4%
Since 1/1/2002^b

6.2%

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