PIMCO Total Return Fund Institutional Class (PTTRX) Alternatives
PIMCO Total Return Fund Institutional Class (PTTRX) 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 PTTRX. 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 PTTRX
PTTRX charges 0.47% annually. Among mutual funds in the Total Bond Market category, these options have the lowest expense ratios among PTTRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | PTTRX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | PTTRX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | Feb 5, 2010 | PTTRX vs VBMPX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | Oct 18, 2017 | PTTRX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | Sep 18, 1995 | PTTRX vs VBTIX |
Best Risk-Adjusted Alternatives to PTTRX
Among mutual funds in the Total Bond Market 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 | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | Feb 24, 2015 | PTTRX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 100 | Oct 10, 2008 | PTTRX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | Feb 24, 2015 | PTTRX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 100 | Mar 3, 2011 | PTTRX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | May 31, 2018 | PTTRX vs FJTDX |
Top Performing PTTRX Alternatives (YTD)
PTTRX alternatives from the Total Bond Market category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.66% | Feb 24, 2015 | PTTRX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.59% | Feb 24, 2015 | PTTRX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 0.55% | May 31, 2018 | PTTRX vs FJTDX | |
| Fidelity Conservative Income Bond Institutional Cl... | 0.52% | Mar 3, 2011 | PTTRX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.50% | Oct 10, 2008 | PTTRX vs JSOSX |
Lowest Volatility Alternatives to PTTRX
PTTRX alternatives from the Total Bond Market category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.67% | Feb 24, 2015 | PTTRX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | Oct 10, 2008 | PTTRX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.84% | Feb 24, 2015 | PTTRX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.28% | Mar 3, 2011 | PTTRX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.35% | May 31, 2018 | PTTRX vs FJTDX |
Lowest Drawdown Alternatives to PTTRX
PTTRX alternatives from the Total Bond Market category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.20% | Mar 3, 2011 | PTTRX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | Oct 10, 2008 | PTTRX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | -0.30% | May 31, 2018 | PTTRX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | Feb 24, 2015 | PTTRX vs VUBFX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.35% | Feb 24, 2015 | PTTRX vs VUSFX |
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 | 80 | -0.99% | Mar 30, 2007 | PTTRX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 76 | -1.05% | Apr 2, 2007 | PTTRX vs PONAX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 4 | -3.25% | Dec 20, 2001 | PTTRX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 79 | -1.01% | — | PTTRX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 11 | -6.30% | Aug 31, 2007 | PTTRX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 9 | -5.26% | Oct 27, 2004 | PTTRX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 21 | -1.93% | Dec 1, 1992 | PTTRX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 27 | -0.75% | Oct 31, 2003 | PTTRX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 30 | 1.03% | Jun 5, 2015 | PTTRX vs PMJIX | |
| PIMCO Diversified Income Fund | Multisector Bonds | 84 | -1.40% | Jul 30, 2003 | PTTRX vs PDIIX |
Often Compared With PTTRX
What investors most often compare with PTTRX, based on PortfoliosLab usage data.
Compare PTTRX with Any Fund or Stock
Compare PTTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.