Nasdaq - Delayed Quote USD

Meeder Tactical Income Fund (FLBDX)

9.15 +0.01 (+0.11%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.21%
5y Average Return 2.08%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 22, 2024) 8.93%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 8.93%
Worst 3Y Total Return -0.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FLBDX
Category
YTD
1.20%
1.90%
1-Month
0.92%
0.35%
3-Month
1.20%
1.41%
1-Year
6.82%
7.92%
3-Year
0.79%
3.65%
5-Year
2.24%
3.77%
10-Year
1.82%
2.82%
Last Bull Market
1.57%
6.13%
Last Bear Market
-3.37%
-3.74%

Annual Total Return (%) History

Year
FLBDX
Category
2024
--
--
2023
7.10%
--
2022
-5.99%
--
2021
-2.01%
--
2020
7.46%
3.44%
2019
7.24%
6.69%
2018
-1.67%
-1.17%
2017
3.72%
4.06%

2016
4.49%
5.28%
2015
-2.51%
-1.41%
2014
1.78%
1.24%
2013
0.01%
0.29%
2012
8.93%
7.50%
2011
--
-1.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.20% -- -- --
2023 1.46% 0.41% 0.15% 4.97%
2022 -2.81% -3.37% -0.92% 1.04%
2021 -2.50% 1.59% -0.51% -0.57%
2020 0.04% 4.16% 1.08% 2.03%
2019 3.00% 2.55% 1.40% 0.13%
2018 -1.45% -0.63% 0.05% 0.36%
2017 1.59% 1.12% 1.17% -0.20%
2016 1.94% 2.76% 1.69% -1.90%
2015 1.30% -1.62% -1.17% -1.02%

2014 1.62% 1.78% -0.80% -0.81%
2013 0.42% -3.09% 0.64% 2.11%
2012 2.83% 0.02% 3.84% 2.00%
2011 -1.81% 1.26% -- --

Rank in Category (By Total Return)

YTD 62
1-Month 51
3-Month 62
1-Year 48
3-Year 52
5-Year 56

Load Adjusted Returns

1-Year 6.82%
3-Year 0.79%
5-Year 2.24%
10-Year 1.82%

Performance & Risk

YTD Return 0.21%
5y Average Return 2.08%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.37
Morningstar Risk Rating

Fund Overview

Category Nontraditional Bond
Fund Family Meeder Funds
Net Assets 70.34M
YTD Return 1.20%
Yield 3.78%
Morningstar Rating
Inception Date Oct 31, 2016

Fund Summary

The fund normally invests at least 80% of its net assets in fixed income securities, principally mutual and exchange traded funds that invest in domestic and foreign fixed income securities. It may invest in fixed income securities of any duration and may utilize derivative investments that provide exposure to fixed income securities. The fund may also invest up to 20% of its net assets in equity securities, including preferred stock, convertible securities, common stocks and real estate investment trusts (“REITs”).

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