Conservative Allocation Fund
ULTRA SERIES FUND
Fund of funds

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
6.51%
Sharpe
0.95
Sortino
1.55
Max drawdown
-16.32%
Best month
5.16%
Worst month
-5.37%
Beta vs VTSAX
0.43
Correlation
0.83

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

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