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ISIN
US58510R4083
CUSIP
58510R408
Inception Date
Jan 1, 2015
Category
Long-Short
Min. Investment
$2,500
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

FLSPX Performance Chart

Meeder Spectrum Fund (FLSPX) is up 11.5% since the beginning of the year. FLSPX is currently trading at $17 per share. Investors who bought $1,000 worth of FLSPX shares 5 years ago would now be looking at an investment worth $1,792.


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S&P 500 Index

Returns By Period

Meeder Spectrum Fund (FLSPX) has returned 11.48% so far this year and 29.66% over the past 12 months. Over the last ten years, FLSPX has returned 10.90% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


Meeder Spectrum Fund

1D
0.30%
1M
4.47%
YTD
11.48%
6M
12.41%
1Y
29.66%
3Y*
21.41%
5Y*
12.38%
10Y*
10.90%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLSPX Monthly Returns History

Based on dividend-adjusted daily data since Jan 6, 2015, FLSPX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, an investment would double in approximately 7.1 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +9.6%, while the worst month was Mar 2020 at -12.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, FLSPX closed higher 51% of trading days. The best single day was Dec 12, 2024 with a return of +7.9%, while the worst single day was Mar 16, 2020 at -6.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.11%1.28%-5.88%8.29%4.42%0.30%11.48%
20252.50%-0.93%-6.02%-0.54%4.42%4.83%1.42%3.29%3.05%1.78%1.03%0.71%16.15%
20240.32%5.16%3.70%-4.44%5.95%1.29%2.56%1.60%0.89%-1.56%4.49%5.49%27.96%
20234.10%-2.41%1.15%1.22%-0.81%5.04%2.48%-1.51%-3.84%-2.97%6.20%5.18%14.00%
2022-3.96%-1.05%0.61%-5.28%0.08%-3.66%2.97%-2.32%-3.60%3.50%3.60%-2.50%-11.49%
20210.08%2.30%3.70%4.50%1.11%1.69%1.01%2.57%-3.68%4.92%-1.52%2.49%20.56%

Benchmark Metrics

Meeder Spectrum Fund has an annualized alpha of 1.31%, beta of 0.67, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since January 07, 2015.

  • This fund participated in 75.72% of S&P 500 Index downside but only 70.78% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.67 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
1.31%
Beta
0.67
0.77
Upside Capture
70.78%
Downside Capture
75.72%

Expense Ratio

FLSPX has a high expense ratio of 1.52%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

FLSPX ranks 74 for risk / return — better than 74% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


FLSPX Risk / Return Rank: 7474
Overall Rank
FLSPX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FLSPX Sortino Ratio Rank: 7070
Sortino Ratio Rank
FLSPX Omega Ratio Rank: 6666
Omega Ratio Rank
FLSPX Calmar Ratio Rank: 7878
Calmar Ratio Rank
FLSPX Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Meeder Spectrum Fund (FLSPX) and compare them to S&P 500 Index.


FLSPXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.56

2.39

+0.17

Sortino ratio

Return per unit of downside risk

3.49

3.25

+0.24

Omega ratio

Gain probability vs. loss probability

1.45

1.43

+0.02

Calmar ratio

Return relative to maximum drawdown

3.53

3.11

+0.41

Martin ratio

Return relative to average drawdown

15.20

14.38

+0.82

Dividends

Dividend History

Meeder Spectrum Fund provided a 4.06% dividend yield over the last twelve months, with an annual payout of $0.68 per share.


0.00%5.00%10.00%15.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.68$0.65$2.36$1.06$0.34$0.77$0.01$0.12$0.14$0.78$0.26$0.15

Dividend yield

4.06%4.32%17.39%8.41%2.81%5.55%0.09%0.96%1.26%6.78%2.52%1.55%

Monthly Dividends

The table displays the monthly dividend distributions for Meeder Spectrum Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.04$0.00$0.00$0.00$0.04
2025$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.62$0.65
2024$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$2.28$2.36
2023$0.00$0.00$0.02$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.96$1.06
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.24$0.06$0.34
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.75$0.77

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Meeder Spectrum Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Meeder Spectrum Fund was 27.07%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-27.07%Mar 2020
1mo 9d10mo 3d
11mo 12dFeb 2020 - Jan 2021
Bear market2022
-20.01%Sep 2022
9mo 3d1y 4mo
2y 1moDec 2021 - Feb 2024
2025 selloff2025
-16.23%Apr 2025
1mo 17d2mo 25d
4mo 12dFeb 2025 - Jul 2025
2016 correction2016
-12.84%Feb 2016
9mo 20d9mo 18d
1y 7moApr 2015 - Nov 2016
Rate-hike selloffLate 2018
-11.99%Dec 2018
3mo 26d11mo 27d
1y 3moAug 2018 - Dec 2019

Drawdown Indicators


FLSPXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-27.07%

-56.78%

+29.71%

Max Drawdown (1Y)

Largest decline over 1 year

-8.73%

-9.10%

+0.37%

Max Drawdown (3Y)

Largest decline over 3 years

-16.23%

-18.90%

+2.67%

Max Drawdown (5Y)

Largest decline over 5 years

-20.01%

-25.43%

+5.42%

Max Drawdown (10Y)

Largest decline over 10 years

-27.07%

-33.92%

+6.85%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-5.69%

-10.72%

+5.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.02%

1.97%

+0.05%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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