FLFGX vs. WMRIX
FLFGX (Meeder Global Allocation Fund) and WMRIX (Wilmington Real Asset Fund) are both Global Allocation funds. Over the past 10 years, FLFGX returned 9.47%/yr vs 5.51%/yr for WMRIX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. FLFGX charges 1.81%/yr vs 0.64%/yr for WMRIX.
Performance
FLFGX vs. WMRIX - Performance Comparison
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Returns By Period
In the year-to-date period, FLFGX achieves a 12.52% return, which is significantly lower than WMRIX's 15.90% return. Over the past 10 years, FLFGX has outperformed WMRIX with an annualized return of 9.47%, while WMRIX has yielded a comparatively lower 5.51% annualized return.
FLFGX
- 1D
- 0.95%
- 1M
- 0.79%
- 6M
- 8.69%
- YTD
- 12.52%
- 1Y
- 21.89%
- 3Y*
- 20.09%
- 5Y*
- 10.74%
- 10Y*
- 9.47%
- ALL TIME*
- 5.88%
WMRIX
- 1D
- -0.48%
- 1M
- 3.20%
- 6M
- 9.28%
- YTD
- 15.90%
- 1Y
- 23.27%
- 3Y*
- 10.99%
- 5Y*
- 5.53%
- 10Y*
- 5.51%
- ALL TIME*
- 6.43%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FLFGX vs. WMRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLFGX Meeder Global Allocation Fund | 12.52% | 18.82% | 22.53% | 15.37% | -12.93% | 12.57% | 2.99% | 13.17% | -6.93% | 22.34% |
WMRIX Wilmington Real Asset Fund | 15.90% | 12.79% | 2.57% | 1.12% | -8.03% | 21.49% | -2.19% | 16.85% | -7.21% | 11.81% |
Correlation
The correlation between FLFGX and WMRIX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.48 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.56 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2006 | 0.64 |
Over the past year, the correlation between FLFGX and WMRIX has dropped to 0.24 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
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Return for Risk
FLFGX vs. WMRIX — Risk / Return Rank
FLFGX
WMRIX
FLFGX vs. WMRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meeder Global Allocation Fund (FLFGX) and Wilmington Real Asset Fund (WMRIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FLFGX | WMRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.49 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | 3.39 | -0.75 |
| Martin ratioReturn relative to average drawdown | 11.23 | 11.46 | -0.23 |
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Drawdowns
FLFGX vs. WMRIX - Drawdown Comparison
The maximum FLFGX drawdown since its inception was -60.31%, which is greater than WMRIX's maximum drawdown of -37.84%. Use the drawdown chart below to compare losses from any high point for FLFGX and WMRIX.
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Drawdown Indicators
| FLFGX | WMRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.31% | -37.84% | -22.47% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -7.13% | -1.76% |
Max Drawdown (3Y)Largest decline over 3 years | -14.63% | -10.95% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -28.54% | -22.03% | -6.51% |
Max Drawdown (10Y)Largest decline over 10 years | -28.54% | -31.27% | +2.73% |
Current DrawdownCurrent decline from peak | -0.35% | -2.96% | +2.61% |
Average DrawdownAverage peak-to-trough decline | -11.38% | -7.15% | -4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 2.10% | -0.02% |
Volatility
FLFGX vs. WMRIX - Volatility Comparison
Meeder Global Allocation Fund (FLFGX) has a higher volatility of 3.95% compared to Wilmington Real Asset Fund (WMRIX) at 2.11%. This indicates that FLFGX's price experiences larger fluctuations and is considered to be riskier than WMRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLFGX | WMRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 2.11% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 10.94% | 6.34% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.06% | 8.77% | +4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 11.45% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.82% | 12.51% | +1.31% |
FLFGX vs. WMRIX - Expense Ratio Comparison
FLFGX has a 1.81% expense ratio, which is higher than WMRIX's 0.64% expense ratio.
Dividends
FLFGX vs. WMRIX - Dividend Comparison
FLFGX's dividend yield for the trailing twelve months is around 12.40%, more than WMRIX's 6.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLFGX Meeder Global Allocation Fund | 12.40% | 14.35% | 25.20% | 1.64% | 0.77% | 11.13% | 2.22% | 2.12% | 5.05% | 1.41% | 1.14% | 3.15% |
WMRIX Wilmington Real Asset Fund | 6.15% | 7.15% | 1.02% | 3.51% | 6.07% | 9.29% | 1.99% | 3.03% | 2.84% | 2.73% | 0.00% | 5.31% |
Frequently Asked Questions
FLFGX and WMRIX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FLFGX has higher volatility (3.95%) compared to WMRIX (2.11%). In terms of maximum drawdown, FLFGX dropped -60.31% vs WMRIX's -37.84%.
WMRIX currently has the higher Sharpe Ratio (2.76 vs 1.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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