Nasdaq - Delayed Quote USD

Meeder Conservative Allocation Fund (FLRUX)

22.20 +0.12 (+0.54%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.06%
5y Average Return 2.89%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 30.63%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 30.63%
Worst 3Y Total Return -0.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FLRUX
Category
YTD
2.97%
3.28%
1-Month
1.87%
0.61%
3-Month
2.97%
3.02%
1-Year
10.69%
11.74%
3-Year
1.90%
6.56%
5-Year
3.64%
5.38%
10-Year
3.05%
4.87%
Last Bull Market
11.48%
8.64%
Last Bear Market
-6.56%
-5.09%

Annual Total Return (%) History

Year
FLRUX
Category
2024
--
--
2023
9.67%
--
2022
-10.24%
--
2021
4.64%
--
2020
6.28%
7.29%
2019
10.25%
11.20%
2018
-2.62%
-3.14%
2017
7.64%
6.25%

2016
19.87%
5.55%
2015
-16.92%
-2.07%
2014
9.42%
3.54%
2013
28.96%
4.02%
2012
1.52%
8.35%
2011
3.93%
2.01%
2010
14.10%
9.73%
2009
30.63%
19.26%
2008
-37.63%
-16.22%
2007
18.25%
4.96%
2006
17.68%
6.66%
2005
16.80%
2.80%
2004
18.01%
5.55%
2003
15.46%
10.89%
2002
-30.35%
3.41%
2001
-14.57%
2.32%
2000
20.03%
3.25%
1999
20.01%
4.53%
1998
8.77%
8.58%
1997
28.68%
10.40%
1996
13.32%
8.39%
1995
--
15.56%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.97% -- -- --
2023 2.01% 1.28% -1.41% 7.66%
2022 -3.85% -6.56% -2.03% 1.97%
2021 0.25% 3.43% -0.53% 1.46%
2020 -6.91% 5.19% 3.15% 5.23%
2019 3.92% 2.51% 0.98% 2.49%
2018 -1.06% 0.05% 2.03% -3.57%
2017 2.86% 0.41% 2.54% 1.63%
2016 6.07% 9.86% 4.34% -1.41%
2015 0.22% -2.85% -12.30% -2.71%

2014 5.11% 7.53% -2.82% -0.38%
2013 13.22% 0.82% 6.18% 6.40%
2012 2.40% -3.91% 5.59% -2.28%
2011 6.70% -0.81% -13.44% 13.45%
2010 1.95% -7.94% 13.83% 6.79%
2009 -7.18% 16.21% 13.12% 7.07%
2008 -8.90% 7.01% -19.93% -20.10%
2007 5.67% 6.66% 1.11% 3.76%
2006 3.88% 1.54% 1.32% 10.12%
2005 2.45% 8.43% 11.62% -5.80%
2004 2.17% 0.66% 7.16% 7.08%
2003 -6.63% 15.08% -1.07% 8.61%
2002 -2.35% -20.42% -20.85% 13.23%
2001 -2.31% -3.56% -8.21% -1.22%
2000 6.87% -1.69% 11.18% 2.75%
1999 0.63% 11.99% 0.74% 5.70%
1998 10.11% -3.01% -10.29% 13.53%
1997 -2.33% 8.02% 8.36% 12.56%
1996 -0.74% 6.03% -0.15% 7.83%
1995 5.53% 10.29% -- --

Rank in Category (By Total Return)

YTD 14
1-Month 9
3-Month 14
1-Year 11
3-Year 16
5-Year 20

Load Adjusted Returns

1-Year 10.69%
3-Year 1.90%
5-Year 3.64%
10-Year 3.05%

Performance & Risk

YTD Return -0.06%
5y Average Return 2.89%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.47
Morningstar Risk Rating

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family Meeder Funds
Net Assets 128.74M
YTD Return 2.97%
Yield 2.89%
Morningstar Rating
Inception Date Jun 21, 1995

Fund Summary

The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund will have a minimum of 0% and a maximum of 30% of its net assets invested in equity securities or underlying funds investing in equity securities. It will also have a minimum of 70% and a maximum of 100% of its net assets invested in fixed income securities.

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