FLDOX vs. FLCGX
Compare and contrast key facts about Meeder Moderate Allocation Fund (FLDOX) and Meeder Quantex Fund (FLCGX).
FLDOX is managed by Meeder Funds. It was launched on Jun 29, 2015. FLCGX is managed by Meeder Funds. It was launched on Mar 20, 1985.
Performance
FLDOX vs. FLCGX - Performance Comparison
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FLDOX vs. FLCGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLDOX Meeder Moderate Allocation Fund | -2.23% | 10.49% | 14.05% | 10.91% | -10.73% | 8.74% | 5.56% | 11.13% | -2.59% | 15.99% |
FLCGX Meeder Quantex Fund | -6.28% | 19.10% | 36.38% | 14.81% | -13.77% | 27.27% | -5.36% | 18.48% | -12.35% | 13.42% |
Returns By Period
In the year-to-date period, FLDOX achieves a -2.23% return, which is significantly higher than FLCGX's -6.28% return. Over the past 10 years, FLDOX has underperformed FLCGX with an annualized return of 6.87%, while FLCGX has yielded a comparatively higher 9.48% annualized return.
FLDOX
- 1D
- -0.08%
- 1M
- -5.44%
- YTD
- -2.23%
- 6M
- -0.46%
- 1Y
- 8.82%
- 3Y*
- 10.24%
- 5Y*
- 5.41%
- 10Y*
- 6.87%
FLCGX
- 1D
- -0.37%
- 1M
- -8.00%
- YTD
- -6.28%
- 6M
- -3.85%
- 1Y
- 14.76%
- 3Y*
- 19.85%
- 5Y*
- 10.04%
- 10Y*
- 9.48%
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FLDOX vs. FLCGX - Expense Ratio Comparison
FLDOX has a 1.36% expense ratio, which is lower than FLCGX's 1.62% expense ratio.
Return for Risk
FLDOX vs. FLCGX — Risk / Return Rank
FLDOX
FLCGX
FLDOX vs. FLCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meeder Moderate Allocation Fund (FLDOX) and Meeder Quantex Fund (FLCGX). 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.
| FLDOX | FLCGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.87 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.33 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.09 | +0.32 |
Martin ratioReturn relative to average drawdown | 5.39 | 5.16 | +0.23 |
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
| FLDOX | FLCGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.87 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.45 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.40 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.35 | +0.43 |
Correlation
The correlation between FLDOX and FLCGX is 0.80, 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
FLDOX vs. FLCGX - Dividend Comparison
FLDOX's dividend yield for the trailing twelve months is around 3.70%, less than FLCGX's 9.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLDOX Meeder Moderate Allocation Fund | 3.70% | 3.61% | 10.96% | 2.38% | 2.83% | 6.41% | 1.04% | 1.61% | 4.82% | 4.00% | 1.64% | 0.00% |
FLCGX Meeder Quantex Fund | 9.00% | 8.48% | 39.58% | 1.17% | 2.73% | 16.70% | 0.53% | 0.67% | 0.00% | 2.92% | 2.00% | 17.06% |
Drawdowns
FLDOX vs. FLCGX - Drawdown Comparison
The maximum FLDOX drawdown since its inception was -18.13%, smaller than the maximum FLCGX drawdown of -66.94%. Use the drawdown chart below to compare losses from any high point for FLDOX and FLCGX.
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Drawdown Indicators
| FLDOX | FLCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -66.94% | +48.81% |
Max Drawdown (1Y)Largest decline over 1 year | -5.93% | -11.76% | +5.83% |
Max Drawdown (5Y)Largest decline over 5 years | -18.13% | -32.83% | +14.70% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -50.45% | +32.32% |
Current DrawdownCurrent decline from peak | -5.79% | -8.86% | +3.07% |
Average DrawdownAverage peak-to-trough decline | -4.31% | -12.93% | +8.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.55% | 2.49% | -0.94% |
Volatility
FLDOX vs. FLCGX - Volatility Comparison
The current volatility for Meeder Moderate Allocation Fund (FLDOX) is 3.00%, while Meeder Quantex Fund (FLCGX) has a volatility of 4.72%. This indicates that FLDOX experiences smaller price fluctuations and is considered to be less risky than FLCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLDOX | FLCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 4.72% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 5.31% | 9.36% | -4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.45% | 17.28% | -8.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.20% | 22.41% | -14.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.61% | 23.52% | -14.91% |