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 a closer substitute for your current allocation.
Cheapest Alternatives to PTTRX
PTTRX charges 0.47% annually. There are 64 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% | — | — | PTTRX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | — | PTTRX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | PTTRX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 389.80B | Feb 2010 | PTTRX vs VBMPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | 389.80B | Sep 1995 | PTTRX vs VBTIX |
Best Risk-Adjusted Alternatives to PTTRX
PTTRX has a PortfoliosLab risk / return rank of 30. There are 57 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 | PTTRX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | PTTRX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | PTTRX vs JSOSX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | PTTRX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | PTTRX vs FJTDX |
Top Performing PTTRX Alternatives (YTD)
PTTRX is at 0.64% YTD. There are 45 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 | PTTRX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.29% | — | Oct 1994 | PTTRX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | PTTRX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.27% | — | Jul 1995 | PTTRX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.19% | — | Sep 1996 | PTTRX vs FSTAX |
Lowest Volatility Alternatives to PTTRX
PTTRX has 4.66% 1-year volatility. There are 100 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 | PTTRX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | PTTRX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.77% | 15.70B | Feb 2015 | PTTRX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.19% | — | Mar 2011 | PTTRX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.28% | — | May 2018 | PTTRX vs FJTDX |
Lowest Drawdown Alternatives to PTTRX
PTTRX has a 1-year max drawdown of -3.69%. There are 97 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 | PTTRX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | PTTRX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | PTTRX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | PTTRX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | PTTRX vs VUBFX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PCN and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PTTRX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PTTRX vs PONAX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PTTRX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PTTRX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PTTRX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PTTRX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PTTRX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PTTRX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PTTRX vs PCRIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 67 | 19.26% | — | Jun 2015 | PTTRX vs PMJIX |
Often Compared With PTTRX
Investors most often compare PTTRX with VBTLX, PRRIX, DBLTX. These 20 comparison targets span 15 categories, 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.
Pair PTTRX with funds that move differently
PIMCO Total Return Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTTRX.
Explore PTTRX Diversifiers