Loomis Sayles Global Bond Fund (LSGBX) belongs to the Global Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSGBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSGBX
LSGBX charges 0.69% annually. There are 39 mutual funds in the Global Bonds category with lower expense ratios, going as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity International Bond Index Fund | 0.06% | — | Oct 2019 | LSGBX vs FBIIX | |
| Vanguard Total International Bond II Index Fund | 0.07% | — | Feb 2021 | LSGBX vs VTILX | |
| Vanguard Total International Bond Index Fund Admir... | 0.10% | 122.00B | May 2013 | LSGBX vs VTABX | |
| Vanguard Total International Bond II Index Fund In... | 0.11% | — | Feb 2021 | LSGBX vs VTIIX | |
| Vanguard Total International Bond Index Fund | 0.13% | — | May 2013 | LSGBX vs VTIBX |
Best Risk-Adjusted Alternatives to LSGBX
LSGBX has a PortfoliosLab risk / return rank of 6. There are 62 mutual funds in the Global Bonds category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | 98 | — | Mar 2017 | LSGBX vs DGFFX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 91 | — | Dec 2008 | LSGBX vs PRSNX | |
| Eaton Vance Global Bond Fund | 90 | — | Jun 2007 | LSGBX vs EAIIX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 81 | — | Jan 2008 | LSGBX vs DFSHX | |
| Payden Global Low Duration Fund | 77 | — | Sep 1996 | LSGBX vs PYGSX |
Top Performing LSGBX Alternatives (YTD)
LSGBX is at -0.26% YTD. There are 60 mutual funds in the Global Bonds category with higher YTD returns, going as high as 3.45%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 3.45% | — | Jun 2007 | LSGBX vs EAIIX | |
| Dunham International Opportunity Bond Fund | 3.27% | — | Oct 2013 | LSGBX vs DAIOX | |
| Destinations Global Fixed Income Opportunities Fun... | 2.77% | — | Mar 2017 | LSGBX vs DGFFX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 1.92% | — | Dec 2008 | LSGBX vs PRSNX | |
| DFA Two Year Global Fixed Income Portfolio | 1.80% | — | Feb 1996 | LSGBX vs DFGFX |
Lowest Volatility Alternatives to LSGBX
LSGBX has 5.55% 1-year volatility. There are 58 mutual funds in the Global Bonds category with lower 1-year volatility, going as low as 1.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Payden Global Low Duration Fund | 1.55% | — | Sep 1996 | LSGBX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 1.59% | — | Jan 2008 | LSGBX vs DFSHX | |
| DFA Two Year Global Fixed Income Portfolio | 1.59% | — | Feb 1996 | LSGBX vs DFGFX | |
| DFA Five Year Global Fixed Income Portfolio | 1.89% | — | Nov 1990 | LSGBX vs DFGBX | |
| SA Global Fixed Income Fund | 1.98% | — | Jul 1999 | LSGBX vs SAXIX |
Lowest Drawdown Alternatives to LSGBX
LSGBX has a 1-year max drawdown of -4.05%. There are 47 mutual funds in the Global Bonds category with shallower 1-year drawdowns, going as shallow as -1.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | -1.19% | — | Mar 2017 | LSGBX vs DGFFX | |
| Payden Global Low Duration Fund | -1.23% | — | Sep 1996 | LSGBX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | -1.28% | — | Jan 2008 | LSGBX vs DFSHX | |
| DFA Five Year Global Fixed Income Portfolio | -1.38% | — | Nov 1990 | LSGBX vs DFGBX | |
| DFA Two Year Global Fixed Income Portfolio | -1.41% | — | Feb 1996 | LSGBX vs DFGFX |
Other Mutual Funds from Loomis Sayles Funds
The 10 most viewed Loomis Sayles Funds mutual funds shown here include LSBDX, LSSAX, LSFIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 26 | -0.36% | — | May 1991 | LSGBX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 64 | 1.49% | — | Mar 2006 | LSGBX vs LSSAX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 43 | 0.17% | — | Jan 1995 | LSGBX vs LSFIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 67 | 19.98% | — | May 1991 | LSGBX vs LSSCX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 95 | 2.39% | — | Apr 2004 | LSGBX vs LSIOX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 61 | 23.20% | — | Dec 1996 | LSGBX vs LSSIX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 45 | 16.26% | — | Jun 2015 | LSGBX vs LSMIX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 90 | 2.10% | — | Jun 1996 | LSGBX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 13 | 0.73% | — | May 1991 | LSGBX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 24 | 0.18% | — | Jul 1994 | LSGBX vs LSIGX |
Often Compared With LSGBX
Investors most often compare LSGBX with IAGG, VBTLX, TNBMX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares Core International Aggregate Bond ETF | Global Bonds | 25 | 1.48% | 10.73B | Nov 2015 | LSGBX vs IAGG | |
| Vanguard Total Bond Market Index Fund Admiral Shar... | Total Bond Market | 21 | 0.42% | 394.40B | Nov 2001 | LSGBX vs VBTLX | |
| T. Rowe Price International Bond Fund (USD Hedged) | Global Bonds | 44 | 1.21% | — | Sep 2017 | LSGBX vs TNBMX | |
| Templeton Global Bond Fund - Class R | Global Bonds | 9 | 1.20% | — | Feb 2009 | LSGBX vs FGBRX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 28 | 1.25% | — | May 2014 | LSGBX vs DOXLX | |
| UBS Sustainable Development Bank Bond Fund | Global Bonds | 18 | 0.16% | — | Oct 2018 | LSGBX vs UDBPX | |
| Templeton Global Bond Fund | Global Bonds | 9 | 1.28% | — | Sep 1986 | LSGBX vs TPINX |
Compare LSGBX with Any Fund or Stock
Compare LSGBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSGBX with funds that move differently
Loomis Sayles Global Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSGBX.
Explore LSGBX Diversifiers