Performance Trust Credit Fund (PTCRX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PTCRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTCRX
PTCRX charges 0.99% annually. There are 55 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | PTCRX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | PTCRX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | PTCRX vs BWDTX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | PTCRX vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | PTCRX vs MOFIX |
Best Risk-Adjusted Alternatives to PTCRX
PTCRX has a PortfoliosLab risk / return rank of 63. There are 32 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | PTCRX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | PTCRX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | PTCRX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | PTCRX vs CBLDX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | PTCRX vs ICMUX |
Top Performing PTCRX Alternatives (YTD)
PTCRX is at 1.27% YTD. There are 34 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.22% | — | Jan 2011 | PTCRX vs ACP | |
| Saba Capital Income & Opportunities Fund | 3.83% | — | Dec 1987 | PTCRX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 2.82% | — | May 2016 | PTCRX vs LFLIX | |
| Intrepid Income Fund | 2.43% | — | Jul 2007 | PTCRX vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.29% | — | Nov 2015 | PTCRX vs NWXHX |
Lowest Volatility Alternatives to PTCRX
PTCRX has 2.82% 1-year volatility. There are 28 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.16% | — | Nov 2015 | PTCRX vs NWXHX | |
| Nationwide Strategic Income A | 1.21% | — | Nov 2015 | PTCRX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.29% | — | Jul 2016 | PTCRX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.39% | — | Jan 2018 | PTCRX vs CBLDX | |
| Rational Special Situations Income Fund | 1.41% | — | Jul 2019 | PTCRX vs RFXIX |
Lowest Drawdown Alternatives to PTCRX
PTCRX has a 1-year max drawdown of -2.28%. There are 23 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | PTCRX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | PTCRX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | PTCRX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | PTCRX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | PTCRX vs BWDTX |
Other Mutual Funds from Performance Trust Asset Management
The 2 most viewed Performance Trust Asset Management mutual funds shown here include PTIAX, PTIMX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Performance Trust Strategic Bond Fund | Intermediate Core-Plus Bond | 31 | 0.86% | — | Aug 2010 | PTCRX vs PTIAX | |
| Performance Trust Municipal Bond Fund | Municipal Bonds | 77 | 2.19% | — | Jun 2011 | PTCRX vs PTIMX |
Often Compared With PTCRX
Investors most often compare PTCRX with PYLD, ANGLX, CBRDX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PTCRX with Any Fund or Stock
Compare PTCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTCRX with funds that move differently
Performance Trust Credit Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTCRX.
Explore PTCRX Diversifiers