LPCIX vs. MSVVX
LPCIX (MetLife Core Plus Fund) and MSVVX (MetLife Small Company Equity Fund) are both mutual funds - LPCIX is a Intermediate Core-Plus Bond fund managed by MetLife, while MSVVX is a Small Cap Blend Equities fund managed by MetLife. Over the past 5 years, LPCIX returned -0.66%/yr vs 8.68%/yr for MSVVX. Their 0.03 correlation means their historical movements had little consistent relationship. LPCIX charges 0.64%/yr vs 3.06%/yr for MSVVX.
Performance
LPCIX vs. MSVVX - Performance Comparison
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Returns By Period
In the year-to-date period, LPCIX achieves a -0.46% return, which is significantly lower than MSVVX's 9.96% return.
LPCIX
- 1D
- 0.12%
- 1M
- -1.16%
- 6M
- -0.80%
- YTD
- -0.46%
- 1Y
- 2.00%
- 3Y*
- 3.74%
- 5Y*
- -0.66%
- 10Y*
- 1.45%
- ALL TIME*
- 1.71%
MSVVX
- 1D
- 1.10%
- 1M
- -0.72%
- 6M
- 6.15%
- YTD
- 9.96%
- 1Y
- 21.05%
- 3Y*
- 10.57%
- 5Y*
- 8.68%
- 10Y*
- —
- ALL TIME*
- 11.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LPCIX vs. MSVVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LPCIX MetLife Core Plus Fund | -0.46% | 7.16% | 1.27% | 5.52% | -14.24% | -0.99% | 7.58% | 9.56% | 0.29% |
MSVVX MetLife Small Company Equity Fund | 9.96% | 8.85% | 13.89% | 12.04% | -5.18% | 26.12% | 7.06% | 22.95% | -2.26% |
Correlation
The correlation between LPCIX and MSVVX is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2018 | 0.03 |
Over the past year, LPCIX and MSVVX have become more correlated (0.39) than their long-term average of 0.03, meaning their price movements have been converging.
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Return for Risk
LPCIX vs. MSVVX — Risk / Return Rank
LPCIX
MSVVX
LPCIX vs. MSVVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MetLife Core Plus Fund (LPCIX) and MetLife Small Company Equity Fund (MSVVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LPCIX | MSVVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.37 | -0.33 |
| Martin ratioReturn relative to average drawdown | 2.62 | 4.47 | -1.85 |
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Drawdowns
LPCIX vs. MSVVX - Drawdown Comparison
The maximum LPCIX drawdown since its inception was -18.98%, smaller than the maximum MSVVX drawdown of -43.18%. Use the drawdown chart below to compare losses from any high point for LPCIX and MSVVX.
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Drawdown Indicators
| LPCIX | MSVVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.98% | -43.18% | +24.20% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -13.36% | +10.65% |
Max Drawdown (3Y)Largest decline over 3 years | -5.64% | -24.20% | +18.56% |
Max Drawdown (5Y)Largest decline over 5 years | -18.98% | -24.20% | +5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -18.98% | — | — |
Current DrawdownCurrent decline from peak | -3.53% | -1.43% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -4.40% | -6.32% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 4.10% | -3.02% |
Volatility
LPCIX vs. MSVVX - Volatility Comparison
The current volatility for MetLife Core Plus Fund (LPCIX) is 1.06%, while MetLife Small Company Equity Fund (MSVVX) has a volatility of 3.79%. This indicates that LPCIX experiences smaller price fluctuations and is considered to be less risky than MSVVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPCIX | MSVVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.06% | 3.79% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 2.98% | 12.44% | -9.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.77% | 17.30% | -13.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 20.02% | -14.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.94% | 23.92% | -18.98% |
LPCIX vs. MSVVX - Expense Ratio Comparison
LPCIX has a 0.64% expense ratio, which is lower than MSVVX's 3.06% expense ratio.
Dividends
LPCIX vs. MSVVX - Dividend Comparison
LPCIX's dividend yield for the trailing twelve months is around 4.41%, less than MSVVX's 155.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPCIX MetLife Core Plus Fund | 4.41% | 4.12% | 3.43% | 3.95% | 2.58% | 1.52% | 2.48% | 5.87% | 2.73% | 2.63% | 2.66% | 2.04% |
MSVVX MetLife Small Company Equity Fund | 155.33% | 170.80% | 7.98% | 4.49% | 2.89% | 23.76% | 0.44% | 7.93% | 0.45% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LPCIX and MSVVX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSVVX has higher volatility (3.79%) compared to LPCIX (1.06%). In terms of maximum drawdown, LPCIX dropped -18.98% vs MSVVX's -43.18%.
MSVVX currently has the higher Sharpe Ratio (1.06 vs 0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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