USAA Target Retirement 2030 Fund (URTRX) Alternatives
USAA Target Retirement 2030 Fund (URTRX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with URTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to URTRX
URTRX charges 0.03% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among URTRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | Feb 28, 2008 | URTRX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | Feb 28, 2013 | URTRX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | URTRX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | URTRX vs PMTIX | |
| Principal LifeTime 2050 Fund | 0.01% | Feb 28, 2001 | URTRX vs PPLIX |
Best Risk-Adjusted Alternatives to URTRX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 88 | Jul 30, 2008 | URTRX vs URINX | |
| Fidelity Freedom Income Fund Class K6 | 87 | Oct 17, 1996 | URTRX vs FYTKX | |
| Fidelity Freedom Income Fund | 87 | Oct 17, 1996 | URTRX vs FFFAX | |
| Fidelity Freedom Income Fund Class K | 87 | Jul 20, 2017 | URTRX vs FNSHX | |
| Fidelity Freedom 2010 Fund | 86 | Oct 17, 1996 | URTRX vs FFFCX |
Top Performing URTRX Alternatives (YTD)
URTRX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 1.03% | Dec 12, 2016 | URTRX vs PDAHX | |
| Prudential Day One 2020 Fund | 0.77% | Dec 12, 2016 | URTRX vs PDDDX | |
| USAA Target Retirement Income Fund | 0.62% | Jul 30, 2008 | URTRX vs URINX | |
| Prudential Day One 2025 Fund | 0.55% | Dec 12, 2016 | URTRX vs PDEJX | |
| State Street Target Retirement Fund | 0.53% | Sep 29, 2014 | URTRX vs SSFNX |
Lowest Volatility Alternatives to URTRX
URTRX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.34% | Nov 1, 2015 | URTRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.39% | Oct 2, 2009 | URTRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.42% | Oct 2, 2009 | URTRX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.63% | Aug 1, 2019 | URTRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 4.63% | Aug 1, 2019 | URTRX vs FRHMX |
Lowest Drawdown Alternatives to URTRX
URTRX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | URTRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | URTRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | URTRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | URTRX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | Aug 1, 2019 | URTRX vs FRQKX |
Other Mutual Funds from Victory
Most popular Victory mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 64 | -5.93% | Oct 27, 2000 | URTRX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 58 | -4.39% | May 1, 1996 | URTRX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | URTRX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 39 | -9.21% | Oct 19, 1981 | URTRX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 92 | 6.26% | Aug 14, 1984 | URTRX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 66 | -2.22% | Jan 10, 1989 | URTRX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 29 | -10.65% | Apr 5, 1971 | URTRX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 80 | -0.11% | Aug 14, 1984 | URTRX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 93 | -0.60% | Aug 2, 1999 | URTRX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 16.87% | Nov 14, 1995 | URTRX vs RSNRX |
Often Compared With URTRX
What investors most often compare with URTRX, based on PortfoliosLab usage data.
Compare URTRX with Any Fund or Stock
Compare URTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.