FLRUX vs. HCVAX
Compare and contrast key facts about Meeder Conservative Allocation Fund (FLRUX) and Hartford Conservative Allocation Fund (HCVAX).
FLRUX is managed by Meeder Funds. It was launched on Jun 20, 1995. HCVAX is managed by Hartford. It was launched on May 27, 2004.
Performance
FLRUX vs. HCVAX - Performance Comparison
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FLRUX vs. HCVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLRUX Meeder Conservative Allocation Fund | -1.66% | 8.55% | 6.53% | 9.67% | -10.23% | 4.64% | 6.28% | 10.25% | -2.61% | 7.64% |
HCVAX Hartford Conservative Allocation Fund | -2.35% | 11.09% | 8.52% | 9.63% | -13.42% | 5.38% | 8.75% | 13.79% | -3.78% | 10.07% |
Returns By Period
In the year-to-date period, FLRUX achieves a -1.66% return, which is significantly higher than HCVAX's -2.35% return. Both investments have delivered pretty close results over the past 10 years, with FLRUX having a 5.02% annualized return and HCVAX not far behind at 4.82%.
FLRUX
- 1D
- 0.13%
- 1M
- -4.16%
- YTD
- -1.66%
- 6M
- -0.36%
- 1Y
- 6.15%
- 3Y*
- 6.93%
- 5Y*
- 3.16%
- 10Y*
- 5.02%
HCVAX
- 1D
- 0.17%
- 1M
- -4.43%
- YTD
- -2.35%
- 6M
- -0.90%
- 1Y
- 7.61%
- 3Y*
- 7.58%
- 5Y*
- 3.11%
- 10Y*
- 4.82%
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FLRUX vs. HCVAX - Expense Ratio Comparison
FLRUX has a 1.21% expense ratio, which is higher than HCVAX's 0.59% expense ratio.
Return for Risk
FLRUX vs. HCVAX — Risk / Return Rank
FLRUX
HCVAX
FLRUX vs. HCVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meeder Conservative Allocation Fund (FLRUX) and Hartford Conservative Allocation Fund (HCVAX). 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.
| FLRUX | HCVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.16 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.64 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.24 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.50 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.02 | 6.51 | -1.49 |
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
| FLRUX | HCVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.16 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.46 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.72 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.57 | -0.18 |
Correlation
The correlation between FLRUX and HCVAX 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
FLRUX vs. HCVAX - Dividend Comparison
FLRUX's dividend yield for the trailing twelve months is around 3.78%, more than HCVAX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLRUX Meeder Conservative Allocation Fund | 3.78% | 3.69% | 2.72% | 2.78% | 1.77% | 5.82% | 1.48% | 2.14% | 3.67% | 1.81% | 2.07% | 38.78% |
HCVAX Hartford Conservative Allocation Fund | 3.27% | 3.19% | 2.95% | 2.54% | 2.52% | 4.72% | 1.51% | 2.52% | 3.22% | 3.01% | 1.35% | 1.66% |
Drawdowns
FLRUX vs. HCVAX - Drawdown Comparison
The maximum FLRUX drawdown since its inception was -52.36%, which is greater than HCVAX's maximum drawdown of -31.09%. Use the drawdown chart below to compare losses from any high point for FLRUX and HCVAX.
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Drawdown Indicators
| FLRUX | HCVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.36% | -31.09% | -21.27% |
Max Drawdown (1Y)Largest decline over 1 year | -4.44% | -5.00% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -16.32% | -18.45% | +2.13% |
Max Drawdown (10Y)Largest decline over 10 years | -16.32% | -18.45% | +2.13% |
Current DrawdownCurrent decline from peak | -4.32% | -4.51% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -3.75% | -6.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.24% | 1.16% | +0.08% |
Volatility
FLRUX vs. HCVAX - Volatility Comparison
Meeder Conservative Allocation Fund (FLRUX) and Hartford Conservative Allocation Fund (HCVAX) have volatilities of 2.39% and 2.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLRUX | HCVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.39% | 2.40% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 3.84% | 3.96% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.05% | 6.76% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.20% | 6.87% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.92% | 6.69% | +0.23% |