Loomis Sayles Inflation Protected Securities Fund (LSGSX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSGSX
LSGSX charges 0.40% annually. There are 28 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Real Return Fu... | 0.02% | — | Dec 2006 | LSGSX vs RRPAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.04% | — | Oct 2012 | LSGSX vs VTSPX | |
| Fidelity Inflation-Protected Bond Index Fund | 0.05% | — | May 2012 | LSGSX vs FIPDX | |
| Schwab Treasury Inflation Protected Securities Ind... | 0.05% | — | Mar 2006 | LSGSX vs SWRSX | |
| Fidelity SAI 0-5 Year Inflation-Protected Bond Ind... | 0.05% | — | Nov 2025 | LSGSX vs FFNYX |
Best Risk-Adjusted Alternatives to LSGSX
LSGSX has a PortfoliosLab risk / return rank of 14. There are 51 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 94 | — | Oct 2012 | LSGSX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 94 | 68.50B | Oct 2012 | LSGSX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 93 | — | Oct 2012 | LSGSX vs VTIPX | |
| Allspring Real Return Fund | 92 | — | Feb 2003 | LSGSX vs IPBAX | |
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | 92 | — | Jan 2022 | LSGSX vs FSTZX |
Top Performing LSGSX Alternatives (YTD)
LSGSX is at 1.24% YTD. There are 52 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 15.06%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 15.06% | — | Feb 2003 | LSGSX vs IPBAX | |
| SEI Multi-Asset Real Return Fund Class A | 7.96% | — | Jul 2011 | LSGSX vs SEIAX | |
| DFA Global Core Plus Real Return Portfolio | 2.96% | — | May 2021 | LSGSX vs DFAAX | |
| VY BlackRock Inflation Protected Bond Portfolio | 2.54% | — | Apr 2007 | LSGSX vs IBRIX | |
| VALIC Company I Inflation Protected Fund | 2.23% | — | Dec 2004 | LSGSX vs VCTPX |
Lowest Volatility Alternatives to LSGSX
LSGSX has 3.84% 1-year volatility. There are 42 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.51% | — | Mar 2010 | LSGSX vs EARRX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.52% | — | Oct 2012 | LSGSX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.53% | — | Oct 2012 | LSGSX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.53% | 68.50B | Oct 2012 | LSGSX vs VTAPX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.55% | — | Mar 2010 | LSGSX vs EIRRX |
Lowest Drawdown Alternatives to LSGSX
LSGSX has a 1-year max drawdown of -2.34%. There are 40 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | -0.70% | — | Jan 2022 | LSGSX vs FSTZX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | LSGSX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | LSGSX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | 68.50B | Oct 2012 | LSGSX vs VTAPX | |
| American Century Short Duration Inflation Protecti... | -0.76% | 1.19B | May 2005 | LSGSX vs APOIX |
Other Mutual Funds from Loomis Sayles Funds
The 10 most viewed Loomis Sayles Funds mutual funds shown here include LSBDX, LSSAX, LSGBX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 34 | -0.19% | — | May 1991 | LSGSX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 50 | 1.24% | — | Mar 2006 | LSGSX vs LSSAX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 11 | 0.13% | — | May 1991 | LSGSX vs LSGBX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 53 | 0.33% | — | Jan 1995 | LSGSX vs LSFIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 33 | 14.05% | — | May 1991 | LSGSX vs LSSCX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 77 | 2.16% | — | Apr 2004 | LSGSX vs LSIOX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 51 | 15.20% | — | Dec 1996 | LSGSX vs LSSIX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 21 | 9.20% | — | Jun 2015 | LSGSX vs LSMIX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 76 | 1.92% | — | Jun 1996 | LSGSX vs LSHIX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 24 | -0.01% | — | Jul 1994 | LSGSX vs LSIGX |
Often Compared With LSGSX
Investors most often compare LSGSX with BIIPX, LIFAX, LIFIX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares Short-Term TIPS Bond Index Fund | Inflation-Protected Bonds | 75 | 1.98% | — | Feb 2016 | LSGSX vs BIIPX | |
| Lord Abbett Inflation Focused Fund Class A | Inflation-Protected Bonds | 82 | 1.95% | — | Jun 2015 | LSGSX vs LIFAX | |
| Lord Abbett Inflation Focused Fund | Inflation-Protected Bonds | 83 | 2.03% | — | Apr 2011 | LSGSX vs LIFIX | |
| Fidelity SAI Inflation-Protected Bond Index Fund | Inflation-Protected Bonds | 34 | 1.83% | — | Aug 2024 | LSGSX vs FSPWX | |
| T. Rowe Price Limited Duration Inflation Focused B... | Inflation-Protected Bonds | 19 | 1.86% | — | Sep 2006 | LSGSX vs TRBFX |
Compare LSGSX with Any Fund or Stock
Compare LSGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSGSX with funds that move differently
Loomis Sayles Inflation Protected Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSGSX.
Explore LSGSX Diversifiers