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PTRB and PFRL share 0.4% of their holdings.
| Side by side | PTRB | PFRL |
|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Bonds & Cash · Other bonds |
| Expense ratio | 0.49% | 0.72% |
| Cost per year on $10k | $49 | $72 |
| Trailing 12-mo yield | 5.24% | 6.74% |
| Income per year on $10k | $524 | $674 |
| YTD | −1.2% | +3.1% |
| 1 year | −0.8% | +4.6% |
| 3 years · per year | +6.0% | +7.5% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −4.9% | −1.7% |
| Volatility · 1Y | 4.1% | 2.2% |
| Holdings | 0 | 148 |
| Assets | $1.2B | $138M |
| Leverage | None | None |
| Since | 2021 | 2022 |
Highlighted = best in the row. Returns include dividends.