Virtus Total Return Fund (ZTR) Alternatives
Virtus Total Return Fund (ZTR) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ZTR. 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 ZTR
ZTR charges 3.77% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ZTR alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | May 26, 2011 | ZTR vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | Jan 13, 2000 | ZTR vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ZTR vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ZTR vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | Mar 16, 2012 | ZTR vs DMA |
Best Risk-Adjusted Alternatives to ZTR
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ZTR vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ZTR vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ZTR vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ZTR vs NWQIX | |
| Victory Pioneer Multi-Asset Income Class R-6 | 93 | Dec 22, 2011 | ZTR vs PMFKX |
Top Performing ZTR Alternatives (YTD)
ZTR alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ZTR vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ZTR vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ZTR vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ZTR vs AAAAX | |
| Canoe EIT Income Fund | 8.56% | Aug 6, 1997 | ZTR vs EIT-UN.TO |
Lowest Volatility Alternatives to ZTR
ZTR alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ZTR vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ZTR vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ZTR vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ZTR vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ZTR vs SICIX |
Lowest Drawdown Alternatives to ZTR
ZTR alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ZTR vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ZTR vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ZTR vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ZTR vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ZTR vs SICIX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | ZTR vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | ZTR vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | ZTR vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | ZTR vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | ZTR vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | ZTR vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | ZTR vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | ZTR vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | ZTR vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | ZTR vs PHRAX |
Often Compared With ZTR
What investors most often compare with ZTR, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DoubleLine Opportunistic Credit Fund | Multisector Bonds | 10 | -2.13% | Jan 27, 2012 | ZTR vs DBL | |
| Simplify High Yield PLUS Credit Hedge ETF | High Yield Bonds | 14 | -2.19% | Feb 14, 2022 | ZTR vs CDX | |
| Concorde Wealth Management Fund | Diversified Portfolio | 87 | 8.18% | Dec 3, 1987 | ZTR vs CONWX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | ZTR vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | ZTR vs TPDAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | ZTR vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | ZTR vs WWWEX |
Compare ZTR with Any Fund or Stock
Compare ZTR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.