Loomis Sayles Bond Fund (LSBDX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSBDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSBDX
LSBDX charges 0.67% annually. There are 27 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | LSBDX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | LSBDX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | LSBDX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | LSBDX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | LSBDX vs MOFIX |
Best Risk-Adjusted Alternatives to LSBDX
LSBDX has a PortfoliosLab risk / return rank of 20. There are 75 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | LSBDX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | LSBDX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | LSBDX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | LSBDX vs RFXIX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | LSBDX vs ICMUX |
Top Performing LSBDX Alternatives (YTD)
LSBDX is at -0.51% YTD. There are 87 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.57% | — | Jan 2011 | LSBDX vs ACP | |
| Western Asset Diversified Income Fund | 4.16% | — | Jun 2021 | LSBDX vs WDI | |
| Saba Capital Income & Opportunities Fund | 3.52% | — | Dec 1987 | LSBDX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.40% | — | May 2016 | LSBDX vs LFLIX | |
| Intrepid Income Fund | 2.85% | — | Jul 2007 | LSBDX vs ICMUX |
Lowest Volatility Alternatives to LSBDX
LSBDX has 3.50% 1-year volatility. There are 51 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.18% | — | Nov 2015 | LSBDX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | LSBDX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.30% | — | Jul 2016 | LSBDX vs BWDTX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | LSBDX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 1.41% | — | Jan 2018 | LSBDX vs CBLDX |
Lowest Drawdown Alternatives to LSBDX
LSBDX has a 1-year max drawdown of -3.25%. There are 60 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | LSBDX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | LSBDX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | LSBDX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | LSBDX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | LSBDX vs BWDTX |
Other Mutual Funds from Loomis Sayles Funds
The 10 most viewed Loomis Sayles Funds mutual funds shown here include LSSAX, LSGBX, LSFIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 59 | 1.20% | — | Mar 2006 | LSBDX vs LSSAX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 4 | -0.78% | — | May 1991 | LSBDX vs LSGBX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 36 | 0.00% | — | Jan 1995 | LSBDX vs LSFIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 60 | 20.03% | — | May 1991 | LSBDX vs LSSCX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 92 | 2.56% | — | Apr 2004 | LSBDX vs LSIOX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 50 | 17.51% | — | Jun 2015 | LSBDX vs LSMIX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 65 | 24.55% | — | Dec 1996 | LSBDX vs LSSIX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 88 | 2.45% | — | Jun 1996 | LSBDX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 10 | 0.52% | — | May 1991 | LSBDX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 17 | -0.34% | — | Jul 1994 | LSBDX vs LSIGX |
Often Compared With LSBDX
Investors most often compare LSBDX with MWTRX, VWIUX, PONAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LSBDX with Any Fund or Stock
Compare LSBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSBDX with funds that move differently
Loomis Sayles Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSBDX.
Explore LSBDX Diversifiers