USAA New York Bond Fund (USNYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to USNYX
USNYX charges 0.67% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among USNYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | USNYX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | USNYX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | USNYX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | USNYX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | USNYX vs FMBIX |
Best Risk-Adjusted Alternatives to USNYX
Among mutual funds in the Municipal Bonds 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 | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | USNYX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | USNYX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | USNYX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | USNYX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | USNYX vs USMTX |
Top Performing USNYX Alternatives (YTD)
USNYX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 5.52% | Apr 20, 1998 | USNYX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.94% | Mar 18, 1993 | USNYX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 4.26% | Nov 21, 2002 | USNYX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 3.67% | Oct 30, 1992 | USNYX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.14% | Feb 21, 1991 | USNYX vs NQP |
Lowest Volatility Alternatives to USNYX
USNYX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | USNYX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | USNYX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | USNYX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | USNYX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | USNYX vs BATVX |
Lowest Drawdown Alternatives to USNYX
USNYX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | USNYX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | USNYX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | USNYX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | USNYX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | USNYX vs FHMIX |
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 | USNYX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 58 | -4.39% | May 1, 1996 | USNYX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | USNYX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 39 | -9.21% | Oct 19, 1981 | USNYX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 92 | 6.26% | Aug 14, 1984 | USNYX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 66 | -2.22% | Jan 10, 1989 | USNYX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 29 | -10.65% | Apr 5, 1971 | USNYX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 80 | -0.11% | Aug 14, 1984 | USNYX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 93 | -0.60% | Aug 2, 1999 | USNYX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 16.87% | Nov 14, 1995 | USNYX vs RSNRX |
Often Compared With USNYX
What investors most often compare with USNYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity New York Municipal Income Fund | Municipal Bonds | 39 | -0.50% | Jul 10, 1984 | USNYX vs FTFMX | |
| Vanguard Intermediate-Term Bond Index ETF | Intermediate Core Bond | 56 | -0.23% | Apr 3, 2007 | USNYX vs BIV | |
| Blackrock 2037 Municipal Target Term Trust | Municipal Bonds | 28 | 1.11% | Oct 28, 2022 | USNYX vs BMN | |
| Fidelity Conservative Income Municipal Bond Fund I... | Municipal Bonds | 99 | 0.30% | Oct 15, 2013 | USNYX vs FMNDX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 92 | 1.10% | Nov 3, 2014 | USNYX vs DMREX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 18 | -0.41% | Jun 24, 2012 | USNYX vs FXIEX |
Compare USNYX with Any Fund or Stock
Compare USNYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.