FLBDX vs. FLDFX
FLBDX (Meeder Tactical Income Fund) and FLDFX (Meeder Balanced Fund) are both mutual funds - FLBDX is a Nontraditional Bonds fund managed by Meeder Funds, while FLDFX is a Tactical Allocation fund managed by Meeder Funds. Over the past 10 years, FLBDX returned 2.99%/yr vs 8.73%/yr for FLDFX. Their 0.33 correlation means their historical movements had little consistent relationship. FLBDX charges 1.11%/yr vs 1.39%/yr for FLDFX.
Performance
FLBDX vs. FLDFX - Performance Comparison
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Returns By Period
In the year-to-date period, FLBDX achieves a 1.49% return, which is significantly lower than FLDFX's 8.26% return. Over the past 10 years, FLBDX has underperformed FLDFX with an annualized return of 2.99%, while FLDFX has yielded a comparatively higher 8.73% annualized return.
FLBDX
- 1D
- 0.00%
- 1M
- -0.73%
- 6M
- 0.97%
- YTD
- 1.49%
- 1Y
- 5.20%
- 3Y*
- 6.51%
- 5Y*
- 3.00%
- 10Y*
- 2.99%
- ALL TIME*
- 2.76%
FLDFX
- 1D
- 1.32%
- 1M
- 0.14%
- 6M
- 5.68%
- YTD
- 8.26%
- 1Y
- 17.02%
- 3Y*
- 16.97%
- 5Y*
- 9.60%
- 10Y*
- 8.73%
- ALL TIME*
- 5.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
FLDFX Meeder Balanced Fund | $0.00 | $0.00 | $0.00 |
FLBDX vs. FLDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLBDX Meeder Tactical Income Fund | 1.49% | 7.28% | 6.64% | 7.10% | -5.71% | -2.01% | 7.46% | 7.24% | -1.67% | 3.72% |
FLDFX Meeder Balanced Fund | 8.26% | 12.35% | 26.72% | 12.08% | -11.07% | 13.22% | 5.27% | 12.29% | -3.25% | 14.74% |
Correlation
The correlation between FLBDX and FLDFX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2011 | 0.33 |
Over the past year, FLBDX and FLDFX have become more correlated (0.72) than their long-term average of 0.33, meaning their price movements have been converging.
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Return for Risk
FLBDX vs. FLDFX — Risk / Return Rank
FLBDX
FLDFX
FLBDX vs. FLDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meeder Tactical Income Fund (FLBDX) and Meeder Balanced Fund (FLDFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FLBDX | FLDFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.30 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.23 | 2.25 | +0.98 |
| Martin ratioReturn relative to average drawdown | 11.87 | 9.57 | +2.30 |
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Drawdowns
FLBDX vs. FLDFX - Drawdown Comparison
The maximum FLBDX drawdown since its inception was -8.74%, smaller than the maximum FLDFX drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for FLBDX and FLDFX.
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Drawdown Indicators
| FLBDX | FLDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.74% | -36.88% | +28.14% |
Max Drawdown (1Y)Largest decline over 1 year | -1.65% | -7.19% | +5.54% |
Max Drawdown (3Y)Largest decline over 3 years | -2.51% | -11.47% | +8.96% |
Max Drawdown (5Y)Largest decline over 5 years | -8.16% | -20.41% | +12.25% |
Max Drawdown (10Y)Largest decline over 10 years | -8.74% | -20.41% | +11.67% |
Current DrawdownCurrent decline from peak | -0.93% | -0.51% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -1.92% | -7.91% | +5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.45% | 1.69% | -1.24% |
Volatility
FLBDX vs. FLDFX - Volatility Comparison
The current volatility for Meeder Tactical Income Fund (FLBDX) is 0.51%, while Meeder Balanced Fund (FLDFX) has a volatility of 2.58%. This indicates that FLBDX experiences smaller price fluctuations and is considered to be less risky than FLDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLBDX | FLDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.51% | 2.58% | -2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 1.92% | 7.73% | -5.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.50% | 9.64% | -7.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.70% | 11.85% | -9.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.94% | 10.61% | -7.67% |
FLBDX vs. FLDFX - Expense Ratio Comparison
FLBDX has a 1.11% expense ratio, which is lower than FLDFX's 1.39% expense ratio.
Dividends
FLBDX vs. FLDFX - Dividend Comparison
FLBDX's dividend yield for the trailing twelve months is around 4.38%, more than FLDFX's 3.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLBDX Meeder Tactical Income Fund | 4.38% | 4.67% | 4.35% | 3.57% | 1.68% | 1.56% | 1.81% | 2.32% | 2.03% | 2.70% | 2.90% | 2.78% |
FLDFX Meeder Balanced Fund | 3.29% | 3.50% | 26.22% | 1.58% | 3.76% | 8.15% | 0.60% | 1.43% | 1.41% | 6.08% | 1.11% | 1.26% |
Frequently Asked Questions
FLBDX and FLDFX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FLDFX has higher volatility (2.58%) compared to FLBDX (0.51%). In terms of maximum drawdown, FLBDX dropped -8.74% vs FLDFX's -36.88%.
FLBDX currently has the higher Sharpe Ratio (2.14 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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