PIMCO Short Term Fund (PTSHX) Alternatives
PIMCO Short Term Fund (PTSHX) 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 PTSHX. 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 PTSHX
PTSHX charges 0.45% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among PTSHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | PTSHX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | PTSHX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | PTSHX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | PTSHX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | PTSHX vs DFYGX |
Best Risk-Adjusted Alternatives to PTSHX
Among mutual funds in the Ultrashort 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 | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | PTSHX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | PTSHX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | PTSHX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | PTSHX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | PTSHX vs BUBIX |
Top Performing PTSHX Alternatives (YTD)
PTSHX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | PTSHX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | PTSHX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | PTSHX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | PTSHX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | PTSHX vs NUSFX |
Lowest Volatility Alternatives to PTSHX
PTSHX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | PTSHX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | PTSHX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | PTSHX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | PTSHX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | PTSHX vs BUBIX |
Lowest Drawdown Alternatives to PTSHX
PTSHX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | PTSHX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | PTSHX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | PTSHX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | Apr 28, 2016 | PTSHX vs MUIIX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | PTSHX vs BUBSX |
Other Mutual Funds from PIMCO
Most popular PIMCO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | PTSHX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PTSHX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PTSHX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PTSHX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PTSHX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PTSHX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PTSHX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PTSHX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PTSHX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PTSHX vs PMJIX |
Often Compared With PTSHX
What investors most often compare with PTSHX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab MarketTrack Balanced Portfolio™ | Diversified Portfolio | 68 | -2.12% | Nov 19, 1995 | PTSHX vs SWBGX | |
| Fidelity Conservative Income Bond Institutional Cl... | Total Bond Market | 100 | 0.52% | Mar 3, 2011 | PTSHX vs FCNVX | |
| iShares Short-Term Corporate Bond ETF | Corporate Bonds | 94 | 0.14% | Jan 11, 2007 | PTSHX vs IGSB | |
| Schwab Short-Term Bond Index Fund | Short-Term Bond, Government Bonds | 90 | -0.27% | Feb 23, 2017 | PTSHX vs SWSBX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | Total Bond Market | 100 | 0.59% | Feb 24, 2015 | PTSHX vs VUBFX | |
| Pioneer Multi-Asset Ultrashort Income Fund | Ultrashort Bond | 99 | 0.52% | Apr 29, 2011 | PTSHX vs MYFRX | |
| Vanguard Total Bond Market ETF | Total Bond Market | 59 | 0.05% | Apr 3, 2007 | PTSHX vs BND | |
| Vanguard Short-Term Bond Index Fund ETF Shares | Short-Term Bond | 93 | 0.13% | Apr 3, 2007 | PTSHX vs BSV | |
| CrossingBridge Ultra-Short Duration Fund | Ultrashort Bond | 100 | 0.75% | Jun 29, 2021 | PTSHX vs CBUDX |
Compare PTSHX with Any Fund or Stock
Compare PTSHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.