Moderate 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.)
7.97%
Sharpe
1.01
Sortino
1.63
Max drawdown
-18.10%
Best month
5.72%
Worst month
-6.50%
Beta vs VTSAX
0.56
Correlation
0.89

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

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