USAA New York Bond Fund (USNYX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USNYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USNYX
USNYX charges 0.67% annually. There are 271 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | USNYX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | USNYX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | USNYX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | USNYX vs FSMUX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | 0.07% | — | Dec 2017 | USNYX vs FGNSX |
Best Risk-Adjusted Alternatives to USNYX
USNYX has a PortfoliosLab risk / return rank of 41. There are 444 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | USNYX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | USNYX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | USNYX vs DFCMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | USNYX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | USNYX vs DFSMX |
Top Performing USNYX Alternatives (YTD)
USNYX is at 1.95% YTD. There are 57 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.27% | — | Apr 1998 | USNYX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 8.40% | — | Nov 2002 | USNYX vs NRK | |
| Nuveen Virginia Quality Municipal Income Fund | 7.07% | — | Mar 1993 | USNYX vs NPV | |
| AllianceBernstein National Municipal Income Fund | 6.29% | — | Nov 2001 | USNYX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.83% | — | Oct 1992 | USNYX vs MIY |
Lowest Volatility Alternatives to USNYX
USNYX has 3.83% 1-year volatility. There are 446 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | USNYX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | USNYX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | USNYX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | USNYX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | USNYX vs DFSMX |
Lowest Drawdown Alternatives to USNYX
USNYX has a 1-year max drawdown of -3.59%. There are 450 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | USNYX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | USNYX vs TFCYX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | USNYX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | USNYX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | USNYX vs FHMIX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 75 | 20.96% | — | Oct 2000 | USNYX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 73 | 11.70% | — | May 1996 | USNYX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.27% | — | Jan 2023 | USNYX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 26 | 10.11% | — | Oct 1981 | USNYX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 26 | -0.58% | — | Aug 1984 | USNYX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 20 | 6.03% | — | Apr 1971 | USNYX vs USAAX | |
| Victory Global Energy Transition Fund | Energy Equities | 97 | 37.15% | — | Nov 1995 | USNYX vs RSNRX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 70 | 8.47% | — | Aug 1984 | USNYX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 84 | 6.50% | — | Jan 1989 | USNYX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 76 | 1.25% | — | Aug 1999 | USNYX vs USHYX |
Often Compared With USNYX
Investors most often compare USNYX with FTFMX, BIV, BMN. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare USNYX with Any Fund or Stock
Compare USNYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USNYX with funds that move differently
USAA New York Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USNYX.
Explore USNYX Diversifiers