FLRUX vs. PALDX
Compare and contrast key facts about Meeder Conservative Allocation Fund (FLRUX) and PGIM 60/40 Allocation Fund (PALDX).
FLRUX is managed by Meeder Funds. It was launched on Jun 20, 1995. PALDX is managed by PGIM. It was launched on Sep 12, 2017.
Performance
FLRUX vs. PALDX - Performance Comparison
Loading graphics...
FLRUX vs. PALDX - 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% | 2.09% |
PALDX PGIM 60/40 Allocation Fund | -3.62% | 13.62% | 18.96% | 18.90% | -15.65% | 16.30% | 10.68% | 22.27% | -4.12% | 5.95% |
Returns By Period
In the year-to-date period, FLRUX achieves a -1.66% return, which is significantly higher than PALDX's -3.62% return.
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%
PALDX
- 1D
- -0.22%
- 1M
- -5.44%
- YTD
- -3.62%
- 6M
- -1.03%
- 1Y
- 12.43%
- 3Y*
- 13.72%
- 5Y*
- 7.99%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FLRUX vs. PALDX - Expense Ratio Comparison
FLRUX has a 1.21% expense ratio, which is higher than PALDX's 0.03% expense ratio.
Return for Risk
FLRUX vs. PALDX — Risk / Return Rank
FLRUX
PALDX
FLRUX vs. PALDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meeder Conservative Allocation Fund (FLRUX) and PGIM 60/40 Allocation Fund (PALDX). 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 | PALDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.12 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.65 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.42 | -0.02 |
Martin ratioReturn relative to average drawdown | 5.02 | 6.83 | -1.82 |
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
| FLRUX | PALDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.12 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.67 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.71 | -0.32 |
Correlation
The correlation between FLRUX and PALDX is 0.85, 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. PALDX - Dividend Comparison
FLRUX's dividend yield for the trailing twelve months is around 3.78%, less than PALDX's 5.62% 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% |
PALDX PGIM 60/40 Allocation Fund | 5.62% | 5.42% | 10.40% | 2.94% | 6.19% | 6.87% | 2.58% | 4.58% | 3.65% | 1.48% | 0.00% | 0.00% |
Drawdowns
FLRUX vs. PALDX - Drawdown Comparison
The maximum FLRUX drawdown since its inception was -52.36%, which is greater than PALDX's maximum drawdown of -26.16%. Use the drawdown chart below to compare losses from any high point for FLRUX and PALDX.
Loading graphics...
Drawdown Indicators
| FLRUX | PALDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.36% | -26.16% | -26.20% |
Max Drawdown (1Y)Largest decline over 1 year | -4.44% | -8.20% | +3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -16.32% | -20.47% | +4.15% |
Max Drawdown (10Y)Largest decline over 10 years | -16.32% | — | — |
Current DrawdownCurrent decline from peak | -4.32% | -5.96% | +1.64% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -4.16% | -5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.24% | 1.70% | -0.46% |
Volatility
FLRUX vs. PALDX - Volatility Comparison
The current volatility for Meeder Conservative Allocation Fund (FLRUX) is 2.39%, while PGIM 60/40 Allocation Fund (PALDX) has a volatility of 3.05%. This indicates that FLRUX experiences smaller price fluctuations and is considered to be less risky than PALDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLRUX | PALDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.39% | 3.05% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 3.84% | 5.86% | -2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.05% | 11.52% | -5.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.20% | 12.08% | -5.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.92% | 12.75% | -5.83% |