Mid Cap 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.)
15.04%
Sharpe
0.59
Sortino
1.00
Max drawdown
-24.69%
Best month
12.51%
Worst month
-18.93%
Beta vs VTSAX
1.07
Correlation
0.90

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

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.