T. Rowe Price Total Return Fund (PTKIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PTKIX
PTKIX charges 0.33% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among PTKIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | PTKIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | PTKIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | PTKIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | PTKIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | PTKIX vs BCOIX |
Best Risk-Adjusted Alternatives to PTKIX
Among mutual funds in the Intermediate Core-Plus 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | PTKIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | PTKIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | PTKIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | PTKIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | PTKIX vs MDVAX |
Top Performing PTKIX Alternatives (YTD)
PTKIX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | PTKIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | PTKIX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | PTKIX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | PTKIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | PTKIX vs TGLMX |
Lowest Volatility Alternatives to PTKIX
PTKIX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | PTKIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | PTKIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | PTKIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | PTKIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | PTKIX vs TGRNX |
Lowest Drawdown Alternatives to PTKIX
PTKIX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | PTKIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | PTKIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | PTKIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | PTKIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | PTKIX vs MWIGX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With PTKIX
What investors most often compare with PTKIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DoubleLine Total Return Bond Fund Class I | Total Bond Market | 63 | -0.20% | Apr 6, 2010 | PTKIX vs DBLTX | |
| Fidelity Total Bond ETF | Intermediate Core-Plus Bond, Actively Managed | 63 | 0.14% | Oct 6, 2014 | PTKIX vs FBND | |
| Vanguard Total World Bond ETF | Global Bonds | 56 | -0.03% | Sep 4, 2018 | PTKIX vs BNDW | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | PTKIX vs AAIIX |
Compare PTKIX with Any Fund or Stock
Compare PTKIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.