FLDFX vs. FLBDX
Compare and contrast key facts about Meeder Balanced Fund (FLDFX) and Meeder Tactical Income Fund (FLBDX).
FLDFX is managed by Meeder Funds. It was launched on Jan 30, 2006. FLBDX is managed by Meeder Funds. It was launched on Jun 29, 2011.
Performance
FLDFX vs. FLBDX - Performance Comparison
Loading graphics...
FLDFX vs. FLBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLDFX Meeder Balanced Fund | -2.80% | 12.35% | 26.72% | 12.08% | -11.07% | 13.22% | 5.27% | 12.29% | -3.25% | 14.74% |
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% |
Returns By Period
In the year-to-date period, FLDFX achieves a -2.80% return, which is significantly lower than FLBDX's -0.15% return. Over the past 10 years, FLDFX has outperformed FLBDX with an annualized return of 7.93%, while FLBDX has yielded a comparatively lower 3.13% annualized return.
FLDFX
- 1D
- -0.23%
- 1M
- -6.66%
- YTD
- -2.80%
- 6M
- -0.56%
- 1Y
- 11.34%
- 3Y*
- 14.96%
- 5Y*
- 8.54%
- 10Y*
- 7.93%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FLDFX vs. FLBDX - Expense Ratio Comparison
FLDFX has a 1.39% expense ratio, which is higher than FLBDX's 1.11% expense ratio.
Return for Risk
FLDFX vs. FLBDX — Risk / Return Rank
FLDFX
FLBDX
FLDFX vs. FLBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meeder Balanced Fund (FLDFX) and Meeder Tactical Income Fund (FLBDX). 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.
| FLDFX | FLBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 2.02 | -0.94 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.80 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.41 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.39 | -0.98 |
Martin ratioReturn relative to average drawdown | 5.58 | 8.12 | -2.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FLDFX | FLBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 2.02 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 1.14 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 1.07 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.95 | -0.47 |
Correlation
The correlation between FLDFX and FLBDX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FLDFX vs. FLBDX - Dividend Comparison
FLDFX's dividend yield for the trailing twelve months is around 3.61%, less than FLBDX's 4.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLDFX Meeder Balanced Fund | 3.61% | 3.50% | 26.22% | 1.58% | 3.76% | 8.15% | 0.60% | 1.43% | 1.41% | 6.08% | 1.11% | 1.26% |
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% |
Drawdowns
FLDFX vs. FLBDX - Drawdown Comparison
The maximum FLDFX drawdown since its inception was -36.88%, which is greater than FLBDX's maximum drawdown of -8.74%. Use the drawdown chart below to compare losses from any high point for FLDFX and FLBDX.
Loading graphics...
Drawdown Indicators
| FLDFX | FLBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.88% | -8.74% | -28.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -2.20% | -5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -20.41% | -8.16% | -12.25% |
Max Drawdown (10Y)Largest decline over 10 years | -20.41% | -8.74% | -11.67% |
Current DrawdownCurrent decline from peak | -7.19% | -1.59% | -5.60% |
Average DrawdownAverage peak-to-trough decline | -8.03% | -1.95% | -6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 0.65% | +1.22% |
Volatility
FLDFX vs. FLBDX - Volatility Comparison
Meeder Balanced Fund (FLDFX) has a higher volatility of 3.68% compared to Meeder Tactical Income Fund (FLBDX) at 1.05%. This indicates that FLDFX's price experiences larger fluctuations and is considered to be riskier than FLBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLDFX | FLBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 1.05% | +2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 1.64% | +5.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.95% | 2.52% | +8.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.73% | 2.65% | +9.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.55% | 2.93% | +7.62% |