FLBDX vs. FLRUX
Compare and contrast key facts about Meeder Tactical Income Fund (FLBDX) and Meeder Conservative Allocation Fund (FLRUX).
FLBDX is managed by Meeder Funds. It was launched on Jun 29, 2011. FLRUX is managed by Meeder Funds. It was launched on Jun 20, 1995.
Performance
FLBDX vs. FLRUX - Performance Comparison
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FLBDX vs. FLRUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLBDX Meeder Tactical Income Fund | -0.15% | 7.28% | 6.64% | 7.10% | -5.71% | -2.01% | 7.46% | 7.24% | -1.67% | 3.72% |
FLRUX Meeder Conservative Allocation Fund | -1.66% | 8.55% | 6.53% | 9.67% | -10.23% | 4.64% | 6.28% | 10.25% | -2.61% | 7.64% |
Returns By Period
In the year-to-date period, FLBDX achieves a -0.15% return, which is significantly higher than FLRUX's -1.66% return. Over the past 10 years, FLBDX has underperformed FLRUX with an annualized return of 3.13%, while FLRUX has yielded a comparatively higher 5.02% annualized return.
FLBDX
- 1D
- 0.06%
- 1M
- -1.59%
- YTD
- -0.15%
- 6M
- 1.20%
- 1Y
- 4.82%
- 3Y*
- 6.43%
- 5Y*
- 3.00%
- 10Y*
- 3.13%
FLRUX
- 1D
- 0.13%
- 1M
- -4.16%
- YTD
- -1.66%
- 6M
- -0.36%
- 1Y
- 6.15%
- 3Y*
- 6.93%
- 5Y*
- 3.16%
- 10Y*
- 5.02%
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FLBDX vs. FLRUX - Expense Ratio Comparison
FLBDX has a 1.11% expense ratio, which is lower than FLRUX's 1.21% expense ratio.
Return for Risk
FLBDX vs. FLRUX — Risk / Return Rank
FLBDX
FLRUX
FLBDX vs. FLRUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meeder Tactical Income Fund (FLBDX) and Meeder Conservative Allocation Fund (FLRUX). 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.
| FLBDX | FLRUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.02 | 1.07 | +0.95 |
Sortino ratioReturn per unit of downside risk | 2.80 | 1.48 | +1.32 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.21 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 1.40 | +0.99 |
Martin ratioReturn relative to average drawdown | 8.12 | 5.02 | +3.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLBDX | FLRUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 1.07 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.14 | 0.51 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | 0.73 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.39 | +0.56 |
Correlation
The correlation between FLBDX and FLRUX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FLBDX vs. FLRUX - Dividend Comparison
FLBDX's dividend yield for the trailing twelve months is around 4.63%, more than FLRUX's 3.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLBDX Meeder Tactical Income Fund | 4.63% | 4.67% | 4.35% | 3.57% | 1.68% | 1.56% | 1.81% | 2.32% | 2.03% | 2.70% | 2.90% | 2.78% |
FLRUX Meeder Conservative Allocation Fund | 3.78% | 3.69% | 2.72% | 2.78% | 1.77% | 5.82% | 1.48% | 2.14% | 3.67% | 1.81% | 2.07% | 38.78% |
Drawdowns
FLBDX vs. FLRUX - Drawdown Comparison
The maximum FLBDX drawdown since its inception was -8.74%, smaller than the maximum FLRUX drawdown of -52.36%. Use the drawdown chart below to compare losses from any high point for FLBDX and FLRUX.
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Drawdown Indicators
| FLBDX | FLRUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.74% | -52.36% | +43.62% |
Max Drawdown (1Y)Largest decline over 1 year | -2.20% | -4.44% | +2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -8.16% | -16.32% | +8.16% |
Max Drawdown (10Y)Largest decline over 10 years | -8.74% | -16.32% | +7.58% |
Current DrawdownCurrent decline from peak | -1.59% | -4.32% | +2.73% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -9.78% | +7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 1.24% | -0.59% |
Volatility
FLBDX vs. FLRUX - Volatility Comparison
The current volatility for Meeder Tactical Income Fund (FLBDX) is 1.05%, while Meeder Conservative Allocation Fund (FLRUX) has a volatility of 2.39%. This indicates that FLBDX experiences smaller price fluctuations and is considered to be less risky than FLRUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLBDX | FLRUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 2.39% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 1.64% | 3.84% | -2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.52% | 6.05% | -3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.65% | 6.20% | -3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.93% | 6.92% | -3.99% |