FLBDX vs. FPFIX
Compare and contrast key facts about Meeder Tactical Income Fund (FLBDX) and FPA Flexible Fixed Income Fund (FPFIX).
FLBDX is managed by Meeder Funds. It was launched on Jun 29, 2011. FPFIX is managed by FPA. It was launched on Dec 30, 2018.
Performance
FLBDX vs. FPFIX - Performance Comparison
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FLBDX vs. FPFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FLBDX Meeder Tactical Income Fund | -0.15% | 7.28% | 6.64% | 7.10% | -5.71% | -2.01% | 7.46% | 7.12% |
FPFIX FPA Flexible Fixed Income Fund | -0.23% | 6.87% | 5.28% | 8.11% | -2.82% | 1.77% | 4.71% | 3.78% |
Returns By Period
In the year-to-date period, FLBDX achieves a -0.15% return, which is significantly higher than FPFIX's -0.23% 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%
FPFIX
- 1D
- 0.29%
- 1M
- -1.63%
- YTD
- -0.23%
- 6M
- 0.99%
- 1Y
- 4.52%
- 3Y*
- 5.87%
- 5Y*
- 3.57%
- 10Y*
- —
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FLBDX vs. FPFIX - Expense Ratio Comparison
FLBDX has a 1.11% expense ratio, which is higher than FPFIX's 0.51% expense ratio.
Return for Risk
FLBDX vs. FPFIX — Risk / Return Rank
FLBDX
FPFIX
FLBDX vs. FPFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meeder Tactical Income Fund (FLBDX) and FPA Flexible Fixed Income Fund (FPFIX). 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 | FPFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.02 | 1.71 | +0.30 |
Sortino ratioReturn per unit of downside risk | 2.80 | 2.53 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.35 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.45 | -0.06 |
Martin ratioReturn relative to average drawdown | 8.12 | 10.78 | -2.66 |
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 | FPFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 1.71 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.14 | 1.57 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 1.81 | -0.85 |
Correlation
The correlation between FLBDX and FPFIX is 0.60, 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. FPFIX - Dividend Comparison
FLBDX's dividend yield for the trailing twelve months is around 4.63%, more than FPFIX's 3.76% 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% |
FPFIX FPA Flexible Fixed Income Fund | 3.76% | 3.78% | 4.76% | 3.95% | 2.92% | 2.26% | 3.00% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLBDX vs. FPFIX - Drawdown Comparison
The maximum FLBDX drawdown since its inception was -8.74%, which is greater than FPFIX's maximum drawdown of -4.11%. Use the drawdown chart below to compare losses from any high point for FLBDX and FPFIX.
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Drawdown Indicators
| FLBDX | FPFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.74% | -4.11% | -4.63% |
Max Drawdown (1Y)Largest decline over 1 year | -2.20% | -2.01% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -8.16% | -4.11% | -4.05% |
Max Drawdown (10Y)Largest decline over 10 years | -8.74% | — | — |
Current DrawdownCurrent decline from peak | -1.59% | -1.63% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -0.57% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.46% | +0.19% |
Volatility
FLBDX vs. FPFIX - Volatility Comparison
The current volatility for Meeder Tactical Income Fund (FLBDX) is 1.05%, while FPA Flexible Fixed Income Fund (FPFIX) has a volatility of 1.13%. This indicates that FLBDX experiences smaller price fluctuations and is considered to be less risky than FPFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLBDX | FPFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 1.13% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 1.64% | 1.68% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.52% | 2.72% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.65% | 2.28% | +0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.93% | 2.08% | +0.85% |