T. Rowe Price Total Return Fund (PTKIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PTKIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTKIX
PTKIX charges 0.33% annually. There are 6 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | PTKIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | PTKIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | PTKIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | PTKIX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | PTKIX vs BCOIX |
Best Risk-Adjusted Alternatives to PTKIX
PTKIX has a PortfoliosLab risk / return rank of 29. There are 47 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | PTKIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | PTKIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | PTKIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | PTKIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | PTKIX vs GUGAX |
Top Performing PTKIX Alternatives (YTD)
PTKIX is at 0.54% YTD. There are 54 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | PTKIX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | PTKIX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | PTKIX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | PTKIX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | PTKIX vs SEATX |
Lowest Volatility Alternatives to PTKIX
PTKIX has 3.90% 1-year volatility. There are 61 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | PTKIX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | PTKIX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | PTKIX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | PTKIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | PTKIX vs LCTIX |
Lowest Drawdown Alternatives to PTKIX
PTKIX has a 1-year max drawdown of -2.93%. There are 58 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | PTKIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | PTKIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | PTKIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | PTKIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | PTKIX vs LCTIX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 19 | 5.48% | — | Jun 1993 | PTKIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 5.76% | — | Jun 1986 | PTKIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 40 | 7.60% | — | Dec 1992 | PTKIX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 69 | 12.08% | — | Nov 1994 | PTKIX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 15 | 1.11% | — | Sep 1985 | PTKIX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 72 | 11.61% | — | Mar 1990 | PTKIX vs PREIX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 21 | 5.54% | — | — | PTKIX vs TBCIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 18 | 5.12% | — | Oct 2001 | PTKIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 91 | 41.41% | — | Sep 1987 | PTKIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 9.32% | — | Feb 2004 | PTKIX vs TRRJX |
Often Compared With PTKIX
Investors most often compare PTKIX with DBLTX, FBND, BNDW. These 11 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PTKIX with Any Fund or Stock
Compare PTKIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTKIX with funds that move differently
T. Rowe Price Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTKIX.
Explore PTKIX Diversifiers