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Meeder Balanced Retail (FLDFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.91+0.06 (+0.43%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.87%
5-year average return6.41%
Number of years up12
Number of years down5
Best 1-yr total return (2 July 2024)19.79%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return19.79%
Worst 3-yr total return1.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFLDFXCategory
YTD9.07%9.69%
1-month1.40%0.97%
3-month1.55%5.21%
1-year15.12%27.45%
3-year4.04%8.85%
5-year6.54%8.56%
10-year5.21%5.61%
Last bull market18.56%10.63%
Last bear market-7.88%-12.05%

Annual total return (%) history

Year
FLDFXCategory
2024
N/AN/A
2023
12.08%N/A
2022
-11.09%N/A
2021
13.23%N/A
2020
5.27%9.83%
2019
12.29%14.61%
2018
-3.25%-7.70%
2017
14.74%12.63%
2016
4.84%5.99%
2015
-4.47%-5.93%
2014
8.61%2.41%
2013
19.79%8.62%
2012
10.42%9.45%
2011
-4.49%-3.36%
2010
9.76%10.53%
2009
14.65%20.30%
2008
-24.16%-23.59%
2007
5.03%6.85%
2006
N/A9.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.41%1.55%N/AN/A
20232.09%4.02%-2.23%7.95%
2022-4.47%-7.88%-2.55%3.67%
20213.67%5.42%-0.50%4.13%
2020-13.54%6.51%5.28%8.57%
20193.61%2.27%0.77%5.17%
2018-1.21%1.13%4.11%-6.99%
20174.00%2.47%3.59%3.93%
2016-0.19%1.36%2.97%0.65%
20151.00%-1.35%-5.04%0.97%
20142.21%3.44%0.09%2.64%
20136.56%-0.84%5.74%7.21%
20128.61%-2.61%4.53%-0.13%
20113.40%-0.90%-11.55%5.38%
20104.01%-6.75%6.31%6.44%
2009-4.07%6.63%8.96%2.87%
2008-9.08%-1.37%-8.64%-7.44%
20072.00%4.57%0.80%-2.32%
2006-4.26%2.48%6.80%N/A

Rank in category (by total return)

YTD33
1-month43
3-month35
1-year23
3-year23
5-year33

Load adjusted returns

1-year15.12%
3-year4.04%
5-year6.54%
10-year5.21%