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 a closer substitute for your current allocation.
Cheapest Alternatives to PRTBX
PRTBX charges 0.65% annually. There are 52 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | PRTBX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | PRTBX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | PRTBX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | PRTBX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | PRTBX vs DFYGX |
Best Risk-Adjusted Alternatives to PRTBX
PRTBX has a PortfoliosLab risk / return rank of 99. There are 30 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | PRTBX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | PRTBX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | PRTBX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 100 | — | Jul 1983 | PRTBX vs DFIHX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | PRTBX vs PAIPX |
Top Performing PRTBX Alternatives (YTD)
PRTBX is at 0.96% YTD. There are 63 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.62% | — | Dec 2010 | PRTBX vs SEMRX | |
| PIMCO Short Term Fund | 2.39% | — | Oct 1987 | PRTBX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 2.23% | — | May 2012 | PRTBX vs PAIPX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 2.12% | — | Dec 2012 | PRTBX vs TRBUX | |
| SEI Institutional Investments Trust Opportunistic ... | 2.01% | — | Dec 2006 | PRTBX vs ENIAX |
Lowest Volatility Alternatives to PRTBX
PRTBX has 0.65% 1-year volatility. There are 3 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.58% | — | Mar 2017 | PRTBX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.61% | — | Mar 2019 | PRTBX vs NUSIX | |
| DFA One Year Fixed Income Portfolio | 0.64% | — | Jul 1983 | PRTBX vs DFIHX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | PRTBX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | — | Dec 2013 | PRTBX vs BUBIX |
Lowest Drawdown Alternatives to PRTBX
PRTBX has a 1-year max drawdown of -0.32%. There are 28 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | PRTBX vs FCNVX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | PRTBX vs FHQFX | |
| DFA One Year Fixed Income Portfolio | -0.10% | — | Jul 1983 | PRTBX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | PRTBX vs NUSIX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | PRTBX vs BUBSX |
Other Mutual Funds from Permanent Portfolio
The 5 most viewed Permanent Portfolio mutual funds shown here include PRPFX, PAGRX, PRVBX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Permanent Portfolio Class I | Diversified Portfolio | 29 | 2.58% | — | Dec 1982 | PRTBX vs PRPFX | |
| Permanent Portfolio Aggressive Growth Portfolio | Large Cap Blend Equities | 58 | 11.87% | — | Jan 1990 | PRTBX vs PAGRX | |
| Permanent Portfolio Versatile Bond Portfolio | Short-Term Bond | 81 | 1.26% | — | Sep 1991 | PRTBX vs PRVBX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 57 | 11.72% | — | Jan 1990 | PRTBX vs PAGDX | |
| Permanent Portfolio Fund Class A | Diversified Portfolio | 29 | 2.46% | — | May 2016 | PRTBX vs PRPDX |
Often Compared With PRTBX
Investors most often compare PRTBX with NVDA, SGOV, VFINX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PRTBX with Any Fund or Stock
Compare PRTBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRTBX with funds that move differently
Permanent Portfolio Short-Term Treasury Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRTBX.
Explore PRTBX Diversifiers