FLDFX vs. FLFGX
Compare and contrast key facts about Meeder Balanced Fund (FLDFX) and Meeder Global Allocation Fund (FLFGX).
FLDFX is managed by Meeder Funds. It was launched on Jan 30, 2006. FLFGX is managed by Meeder Funds. It was launched on Jan 30, 2006.
Performance
FLDFX vs. FLFGX - Performance Comparison
Loading graphics...
FLDFX vs. FLFGX - 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% |
FLFGX Meeder Global Allocation Fund | -3.50% | 18.82% | 22.53% | 15.37% | -12.93% | 12.57% | 2.99% | 13.17% | -6.93% | 22.34% |
Returns By Period
In the year-to-date period, FLDFX achieves a -2.80% return, which is significantly higher than FLFGX's -3.50% return. Both investments have delivered pretty close results over the past 10 years, with FLDFX having a 7.93% annualized return and FLFGX not far ahead at 8.23%.
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%
FLFGX
- 1D
- -0.34%
- 1M
- -8.20%
- YTD
- -3.50%
- 6M
- -0.81%
- 1Y
- 14.29%
- 3Y*
- 15.53%
- 5Y*
- 8.78%
- 10Y*
- 8.23%
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. FLFGX - Expense Ratio Comparison
FLDFX has a 1.39% expense ratio, which is lower than FLFGX's 1.81% expense ratio.
Return for Risk
FLDFX vs. FLFGX — Risk / Return Rank
FLDFX
FLFGX
FLDFX vs. FLFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meeder Balanced Fund (FLDFX) and Meeder Global Allocation Fund (FLFGX). 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 | FLFGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.93 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.40 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.17 | +0.25 |
Martin ratioReturn relative to average drawdown | 5.58 | 5.48 | +0.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FLDFX | FLFGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.93 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.58 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.59 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.28 | +0.20 |
Correlation
The correlation between FLDFX and FLFGX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FLDFX vs. FLFGX - Dividend Comparison
FLDFX's dividend yield for the trailing twelve months is around 3.61%, less than FLFGX's 14.67% 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% |
FLFGX Meeder Global Allocation Fund | 14.67% | 14.35% | 25.20% | 1.64% | 0.77% | 11.13% | 2.22% | 2.12% | 5.05% | 1.41% | 1.14% | 3.15% |
Drawdowns
FLDFX vs. FLFGX - Drawdown Comparison
The maximum FLDFX drawdown since its inception was -36.88%, smaller than the maximum FLFGX drawdown of -60.31%. Use the drawdown chart below to compare losses from any high point for FLDFX and FLFGX.
Loading graphics...
Drawdown Indicators
| FLDFX | FLFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.88% | -60.31% | +23.43% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -10.80% | +3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -20.41% | -28.54% | +8.13% |
Max Drawdown (10Y)Largest decline over 10 years | -20.41% | -28.54% | +8.13% |
Current DrawdownCurrent decline from peak | -7.19% | -8.89% | +1.70% |
Average DrawdownAverage peak-to-trough decline | -8.03% | -11.56% | +3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 2.30% | -0.43% |
Volatility
FLDFX vs. FLFGX - Volatility Comparison
The current volatility for Meeder Balanced Fund (FLDFX) is 3.68%, while Meeder Global Allocation Fund (FLFGX) has a volatility of 4.97%. This indicates that FLDFX experiences smaller price fluctuations and is considered to be less risky than FLFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLDFX | FLFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 4.97% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 8.84% | -1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.95% | 15.51% | -4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.73% | 15.09% | -3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.55% | 13.87% | -3.32% |