Universal Via Asset Allocation - Growth Portfolio
Fortune V Separate Account
Fund of funds

Average annual returns

No trailing-return data available for this share class.

Risk statistics

54 months through March 31, 2026
Volatility (ann.)
12.25%
Sharpe
0.84
Sortino
1.38
Max drawdown
-29.08%
Best month
7.79%
Worst month
-9.73%
Beta vs VTSAX
0.92
Correlation
0.95

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

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