Victory Short-Term Bond Fund Class R6 (URSBX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with URSBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to URSBX
URSBX charges 0.33% annually. There are 18 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | URSBX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | URSBX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | URSBX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | URSBX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | URSBX vs TNSHX |
Best Risk-Adjusted Alternatives to URSBX
URSBX has a PortfoliosLab risk / return rank of 91. There are 26 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | URSBX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | URSBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | URSBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | URSBX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | URSBX vs DFAIX |
Top Performing URSBX Alternatives (YTD)
URSBX is at 1.38% YTD. There are 23 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.26%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.26% | — | Apr 2011 | URSBX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.16% | — | Jul 2005 | URSBX vs LCCMX | |
| Holbrook Income Fund | 2.40% | — | Jul 2016 | URSBX vs HOBEX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | URSBX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 2.32% | — | Sep 2015 | URSBX vs BATAX |
Lowest Volatility Alternatives to URSBX
URSBX has 1.94% 1-year volatility. There are 59 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.69% | — | Jun 1996 | URSBX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | URSBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.08% | — | Jul 2016 | URSBX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.10% | — | Mar 2009 | URSBX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.13% | — | Jul 2016 | URSBX vs DHEAX |
Lowest Drawdown Alternatives to URSBX
URSBX has a 1-year max drawdown of -1.19%. There are 44 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | URSBX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | URSBX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | URSBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | URSBX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | URSBX vs DHEIX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 56 | 17.89% | — | Oct 2000 | URSBX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 63 | 11.04% | — | May 1996 | URSBX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.55% | — | Jan 2023 | URSBX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 14 | 5.96% | — | Oct 1981 | URSBX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 94 | 27.69% | — | Nov 1995 | URSBX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 22 | -11.85% | — | Aug 1984 | URSBX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 9 | 1.06% | — | Apr 1971 | URSBX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 73 | 8.76% | — | Aug 1984 | URSBX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.73% | — | Jan 1989 | URSBX vs USBLX | |
| USAA Science & Technology Fund | Technology Equities | 42 | 22.10% | — | Jul 1997 | URSBX vs USSCX |
Often Compared With URSBX
Investors most often compare URSBX with DLDFX, DBLSX, VBISX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 98 | 1.58% | — | Mar 2017 | URSBX vs DLDFX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.34% | — | Sep 2011 | URSBX vs DBLSX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 41 | 0.29% | — | Mar 1994 | URSBX vs VBISX | |
| USAA High Income Fund | High Yield Bonds | 76 | 1.70% | — | Aug 1999 | URSBX vs USHYX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 91 | 2.02% | — | Nov 2003 | URSBX vs SNSAX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.22% | — | Sep 2011 | URSBX vs DLSNX |
Compare URSBX with Any Fund or Stock
Compare URSBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair URSBX with funds that move differently
Victory Short-Term Bond Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to URSBX.
Explore URSBX Diversifiers