PRRIX Alternatives & Similar Mutual Funds

PIMCO Real Return Fund (PRRIX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PRRIX

PRRIX charges 0.45% annually. There are 31 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	—	Dec 2006	PRRIX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	—	Oct 2012	PRRIX vs VTSPX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	—	May 2012	PRRIX vs FIPDX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	—	Nov 2025	PRRIX vs FFNYX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	—	Aug 2024	PRRIX vs FSPWX

Best Risk-Adjusted Alternatives to PRRIX

PRRIX has a PortfoliosLab risk / return rank of 18. There are 36 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	PRRIX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	91	71.10B	Oct 2012	PRRIX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	PRRIX vs VTIPX
SEIAX	SEI Multi-Asset Real Return Fund Class A	86	—	Jul 2011	PRRIX vs SEIAX
APOIX	American Century Short Duration Inflation Protecti...	80	1.19B	May 2005	PRRIX vs APOIX

Top Performing PRRIX Alternatives (YTD)

PRRIX is at -0.21% YTD. There are 49 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 9.31%.

Symbol	Name	YTD Return	AUM	Inception
SEIAX	SEI Multi-Asset Real Return Fund Class A	9.31%	—	Jul 2011	PRRIX vs SEIAX
IPBAX	Allspring Real Return Fund	8.62%	—	Feb 2003	PRRIX vs IPBAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.04%	—	May 2021	PRRIX vs DFAAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.83%	—	Oct 2012	PRRIX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.81%	71.10B	Oct 2012	PRRIX vs VTAPX

Lowest Volatility Alternatives to PRRIX

PRRIX has 3.94% 1-year volatility. There are 43 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.55%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.55%	—	Oct 2012	PRRIX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	71.10B	Oct 2012	PRRIX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	—	Oct 2012	PRRIX vs VTSPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.63%	—	Mar 2010	PRRIX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.66%	—	Mar 2010	PRRIX vs EIRRX

Lowest Drawdown Alternatives to PRRIX

PRRIX has a 1-year max drawdown of -2.66%. There are 41 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.72%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	PRRIX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	71.10B	Oct 2012	PRRIX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	—	Oct 2012	PRRIX vs VTSPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	PRRIX vs APOIX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	-0.89%	—	Mar 2010	PRRIX vs EIRRX

Other Mutual Funds from PIMCO

The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	52	0.23%	—	Mar 2007	PRRIX vs PIMIX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-2.91%	—	Dec 2002	PRRIX vs PTY
PONAX	PIMCO Income Fund Class A	Multisector Bonds	45	0.03%	—	Apr 2007	PRRIX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Intermediate Core-Plus Bond	30	-0.45%	—	May 1987	PRRIX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	9	-2.68%	—	Dec 2001	PRRIX vs PCN
PONPX	PIMCO Income Fund Class I-2	Multisector Bonds	50	0.18%	—	Apr 2008	PRRIX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	28	4.37%	—	Aug 2007	PRRIX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	15	1.29%	—	Oct 2004	PRRIX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	12	-0.58%	—	Dec 1992	PRRIX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	49	12.84%	—	Oct 2003	PRRIX vs PISIX

Often Compared With PRRIX

Investors most often compare PRRIX with HABYX, VSGDX, SCHZ. These 19 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HABYX	The Hartford Total Return Bond Fund	Intermediate Core-Plus Bond	22	-0.67%	—	Jul 1996	PRRIX vs HABYX
VSGDX	Vanguard Short-Term Federal Fund Admiral Shares	Total Bond Market	74	0.49%	4.50B	Feb 2001	PRRIX vs VSGDX
SCHZ	Schwab U.S. Aggregate Bond ETF	Total Bond Market	29	-0.58%	10.50B	Jul 2011	PRRIX vs SCHZ
^GSPC	S&P 500 Index		68	9.41%	—	—	PRRIX vs ^GSPC
FDRR	Fidelity Dividend ETF for Rising Rates	Large Cap Blend Equities, Dividend	88	12.47%	708.80M	Sep 2016	PRRIX vs FDRR
PDMIX	PIMCO GNMA and Government Securities Fund	Government Bonds	31	0.08%	—	Jul 1997	PRRIX vs PDMIX
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	32	5.43%	35.70B	May 1992	PRRIX vs VDIGX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	21	-0.73%	8.24B	—	PRRIX vs SWAGX
DOXIX	Dodge & Cox Income Fund Class X	Intermediate Core-Plus Bond	15	-1.41%	—	May 2022	PRRIX vs DOXIX
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	Total Bond Market, Intermediate Core Bond, Investment Grade Bonds	21	-0.69%	398.10B	Feb 2010	PRRIX vs VBMPX
RITGX	American Funds American High-Income Trust® Class R...	High Yield Bonds	75	1.18%	—	Aug 2008	PRRIX vs RITGX
BHYIX	BlackRock High Yield Bond Portfolio Institutional ...	High Yield Bonds	79	1.31%	—	Nov 1998	PRRIX vs BHYIX
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	22	-0.63%	—	Mar 1990	PRRIX vs FXNAX
BCOSX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	24	-0.34%	—	Sep 2000	PRRIX vs BCOSX
TWTIX	American Century Intermediate-Term Tax-Free Bond F...	Municipal Bonds	66	0.07%	4.75B	Mar 1987	PRRIX vs TWTIX
DODIX	Dodge & Cox Income Fund	Intermediate Core-Plus Bond	25	-0.46%	—	—	PRRIX vs DODIX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities, Dividend, Actively Managed	78	12.25%	—	Apr 1994	PRRIX vs NOIEX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	63	9.33%	1.70T	Nov 2000	PRRIX vs VFIAX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	Inflation-Protected Bonds	25	0.70%	—	Mar 2006	PRRIX vs SWRSX

Compare PRRIX with Any Fund or Stock

Compare PRRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair PRRIX with funds that move differently

PIMCO Real Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRRIX.

Explore PRRIX Diversifiers

PIMCO Real Return Fund (PRRIX) Alternatives