Large Cap Value Fund
ULTRA SERIES FUND

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
12.87%
Sharpe
0.71
Sortino
1.14
Max drawdown
-26.71%
Best month
10.62%
Worst month
-17.07%
Beta vs VTSAX
0.73
Correlation
0.72

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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