Permanent Portfolio Short-Term Treasury Portfolio (PRTBX) Alternatives
Permanent Portfolio Short-Term Treasury Portfolio (PRTBX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRTBX. 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 PRTBX
PRTBX charges 0.65% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among PRTBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | PRTBX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | PRTBX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | PRTBX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | PRTBX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | PRTBX vs DFYGX |
Best Risk-Adjusted Alternatives to PRTBX
Among mutual funds in the Ultrashort Bond 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 | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | PRTBX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | PRTBX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | PRTBX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | PRTBX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | PRTBX vs BUBIX |
Top Performing PRTBX Alternatives (YTD)
PRTBX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | PRTBX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | PRTBX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | PRTBX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | PRTBX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | PRTBX vs NUSFX |
Lowest Volatility Alternatives to PRTBX
PRTBX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | PRTBX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | PRTBX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | PRTBX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | PRTBX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | PRTBX vs BUBIX |
Lowest Drawdown Alternatives to PRTBX
PRTBX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | PRTBX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | PRTBX vs TMPFX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | Aug 28, 2018 | PRTBX vs FHQFX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | PRTBX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | Apr 28, 2016 | PRTBX vs MUIIX |
Other Mutual Funds from Permanent Portfolio
Most popular Permanent Portfolio mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | 91 | 2.72% | Nov 30, 1982 | PRTBX vs PRPFX | |
| Permanent Portfolio Aggressive Growth Portfolio | Large Cap Blend Equities | 88 | -3.85% | Jan 2, 1990 | PRTBX vs PAGRX | |
| Permanent Portfolio Versatile Bond Portfolio | Short-Term Bond | 93 | -0.17% | Sep 27, 1991 | PRTBX vs PRVBX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | PRTBX vs PAGDX |
Often Compared With PRTBX
What investors most often compare with PRTBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | 83 | -6.48% | — | PRTBX vs NVDA | ||
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | PRTBX vs SGOV | |
| Vanguard 500 Index Fund Investor Shares | Large Cap Blend Equities | 45 | -7.09% | — | PRTBX vs VFINX | |
| CrossingBridge Ultra-Short Duration Fund | Ultrashort Bond | 100 | 0.75% | Jun 29, 2021 | PRTBX vs CBUDX | |
| Palmer Square Ultra-Short Duration Investment Grad... | Ultrashort Bond | 96 | 0.00% | Oct 7, 2016 | PRTBX vs PSDSX |
Compare PRTBX with Any Fund or Stock
Compare PRTBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.