Universal Via Asset Allocation - Moderate 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.)
9.77%
Sharpe
0.84
Sortino
1.36
Max drawdown
-25.75%
Best month
6.39%
Worst month
-8.24%
Beta vs VTSAX
0.73
Correlation
0.94

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

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