Performance Trust Credit Fund (PTCRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PTCRX
PTCRX charges 0.99% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among PTCRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | PTCRX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | PTCRX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | PTCRX vs BWDTX | |
| JPMorgan Income Fund | 0.40% | Jun 1, 2014 | PTCRX vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | Aug 20, 2013 | PTCRX vs MOFIX |
Best Risk-Adjusted Alternatives to PTCRX
Among mutual funds in the Multisector 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 | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | PTCRX vs NWXHX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | PTCRX vs CBLDX | |
| Nationwide Strategic Income A | 98 | Nov 2, 2015 | PTCRX vs NWXEX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | PTCRX vs JSVIX | |
| Doubleline Selective Credit Fund | 98 | Aug 3, 2014 | PTCRX vs DBSCX |
Top Performing PTCRX Alternatives (YTD)
PTCRX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Conquer Risk Managed Volatility Fund | 1.11% | Jun 30, 2020 | PTCRX vs CRMVX | |
| Rational Special Situations Income Fund | 1.01% | Jul 16, 2019 | PTCRX vs RFXIX | |
| Doubleline Selective Credit Fund | 0.84% | Aug 3, 2014 | PTCRX vs DBSCX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | PTCRX vs NWXHX | |
| Axonic Strategic Income Fund | 0.69% | Dec 29, 2019 | PTCRX vs AXSIX |
Lowest Volatility Alternatives to PTCRX
PTCRX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | PTCRX vs CBLDX | |
| Rational Special Situations Income Fund | 1.56% | Jul 16, 2019 | PTCRX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | Jun 29, 2016 | PTCRX vs MZLSX | |
| Nationwide Strategic Income A | 1.60% | Nov 2, 2015 | PTCRX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | PTCRX vs NWXHX |
Lowest Drawdown Alternatives to PTCRX
PTCRX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | PTCRX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | PTCRX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | PTCRX vs NWXEX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | PTCRX vs AXSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | PTCRX vs BWDTX |
Other Mutual Funds from Performance Trust Asset Management
Most popular Performance Trust Asset Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Performance Trust Strategic Bond Fund | Intermediate Core-Plus Bond | 54 | -0.17% | Aug 31, 2010 | PTCRX vs PTIAX | |
| Performance Trust Municipal Bond Fund | Municipal Bonds | 55 | -0.21% | Jun 29, 2011 | PTCRX vs PTIMX |
Often Compared With PTCRX
What investors most often compare with PTCRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO ETF Trust - PIMCO Multisector Bond Active Ex... | Multisector Bonds | 83 | -0.92% | Jun 21, 2023 | PTCRX vs PYLD | |
| Angel Oak Multi-Strategy Income Fund | Multisector Bonds | 97 | 0.41% | Jun 27, 2011 | PTCRX vs ANGLX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 81 | 0.44% | Jun 29, 2021 | PTCRX vs CBRDX |
Compare PTCRX with Any Fund or Stock
Compare PTCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.