USAA Mutual Funds List
Here you can find all mutual funds issued by USAA and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.50%
- Avg. 1 Year Return
- 32.33%
- Avg. 5 Year Return
- 12.73%
- Median Risk/Return Score
- 59 / 100
USAA Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Victory Nasdaq 100 Index Fund R6 Shares | Large Cap Growth Equities | Mar 2, 2017 | 0.30% | 21.61% | — | 2.57% | 75 | ||||||||
| USAA Target Managed Allocation Fund | Tactical Allocation | Aug 6, 2015 | 0.69% | 9.04% | 9.12% | 6.30% | 43 |
Explore top USAA Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best USAA Mutual funds by Risk/Return Score
The top USAA Mutual funds by PortfoliosLab Risk/Return Score are URNQX (75) and UTMAX (43).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Victory Nasdaq 100 Index Fund R6 Shares | 75 | — | Mar 2017 | |
| USAA Target Managed Allocation Fund | 43 | — | Aug 2015 |
Best-Performing USAA Mutual funds Over 5 Years
The top USAA Mutual funds is URNQX (18.31%).
Across the lineup, USAA Mutual funds show an average 1-year return of 32.33% and an average 5-year return of 12.73%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Victory Nasdaq 100 Index Fund R6 Shares | 18.31% | — | Mar 2017 | |
| USAA Target Managed Allocation Fund | 7.15% | — | Aug 2015 |
Lowest-Cost USAA Mutual funds
The top USAA Mutual funds is URNQX (0.30%).
With an average expense ratio of 0.50%, USAA Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Victory Nasdaq 100 Index Fund R6 Shares | 0.30% | — | Mar 2017 | |
| USAA Target Managed Allocation Fund | 0.69% | — | Aug 2015 |
Highest-Yield USAA Mutual funds
The top USAA Mutual funds is UTMAX (6.30%).
Across the lineup, USAA Mutual funds show an average dividend yield of 4.44%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| USAA Target Managed Allocation Fund | 6.30% | — | Aug 2015 | |
| Victory Nasdaq 100 Index Fund R6 Shares | 2.57% | — | Mar 2017 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.