PIMCO Total Return Fund Class I-2 (PTTPX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PTTPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTTPX
PTTPX charges 0.63% annually. There are 76 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | PTTPX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | — | PTTPX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | PTTPX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 389.80B | Feb 2010 | PTTPX vs VBMPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | 389.80B | Sep 1995 | PTTPX vs VBTIX |
Best Risk-Adjusted Alternatives to PTTPX
PTTPX has a PortfoliosLab risk / return rank of 29. There are 60 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | PTTPX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | PTTPX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | PTTPX vs JSOSX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | PTTPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | PTTPX vs FJTDX |
Top Performing PTTPX Alternatives (YTD)
PTTPX is at 0.60% YTD. There are 49 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.40% | — | Oct 2018 | PTTPX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.29% | — | Oct 1994 | PTTPX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | PTTPX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.27% | — | Jul 1995 | PTTPX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.19% | — | Sep 1996 | PTTPX vs FSTAX |
Lowest Volatility Alternatives to PTTPX
PTTPX has 4.65% 1-year volatility. There are 99 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.59% | — | Feb 2015 | PTTPX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | PTTPX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.77% | 15.70B | Feb 2015 | PTTPX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.19% | — | Mar 2011 | PTTPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.28% | — | May 2018 | PTTPX vs FJTDX |
Lowest Drawdown Alternatives to PTTPX
PTTPX has a 1-year max drawdown of -3.70%. There are 100 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | PTTPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | PTTPX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | PTTPX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | PTTPX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | PTTPX vs VUBFX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PTTPX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PTTPX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PTTPX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PTTPX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PTTPX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PTTPX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PTTPX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PTTPX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PTTPX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PTTPX vs PCRIX |
Often Compared With PTTPX
Investors most often compare PTTPX with CFICX, BND, PMJIX. These 6 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert Income Fund | Corporate Bonds | 35 | 0.59% | — | Oct 1982 | PTTPX vs CFICX | |
| Vanguard Total Bond Market ETF | Total Bond Market | 37 | 0.27% | 389.80B | Apr 2007 | PTTPX vs BND | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 67 | 19.26% | — | Jun 2015 | PTTPX vs PMJIX | |
| Vanguard Mortgage-Backed Securities Index Fund Adm... | Total Bond Market | 42 | 0.81% | 16.80B | Dec 2009 | PTTPX vs VMBSX | |
| Vanguard GNMA Fund Investor Shares | Total Bond Market | 32 | 0.79% | 11.00B | Jun 1980 | PTTPX vs VFIIX | |
| T. Rowe Price QM U.S. Bond Index Fund | Total Bond Market | 33 | 0.20% | — | — | PTTPX vs PBDIX |
Compare PTTPX with Any Fund or Stock
Compare PTTPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTTPX with funds that move differently
PIMCO Total Return Fund Class I-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTTPX.
Explore PTTPX Diversifiers