MSVVX vs. RIVSX
MSVVX (MetLife Small Company Equity Fund) and RIVSX (River Oak Discovery Fund) are both Small Cap Blend Equities funds. Over the past 5 years, MSVVX returned 9.77%/yr vs 8.61%/yr for RIVSX. Their correlation of 0.86 means they have usually moved in the same direction. MSVVX charges 3.06%/yr vs 1.18%/yr for RIVSX.
Performance
MSVVX vs. RIVSX - Performance Comparison
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Returns By Period
In the year-to-date period, MSVVX achieves a 14.54% return, which is significantly lower than RIVSX's 34.66% return.
MSVVX
- 1D
- 1.95%
- 1M
- 3.23%
- 6M
- 9.32%
- YTD
- 14.54%
- 1Y
- 23.78%
- 3Y*
- 12.60%
- 5Y*
- 9.77%
- 10Y*
- —
- ALL TIME*
- 12.46%
RIVSX
- 1D
- 2.06%
- 1M
- 0.23%
- 6M
- 23.13%
- YTD
- 34.66%
- 1Y
- 48.42%
- 3Y*
- 17.04%
- 5Y*
- 8.61%
- 10Y*
- 11.97%
- ALL TIME*
- 8.69%
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 |
MSVVX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MSVVX MetLife Small Company Equity Fund | 14.54% | 8.85% | 13.89% | 12.04% | -5.18% | 26.12% | 7.06% | 22.95% | -2.26% |
RIVSX River Oak Discovery Fund | 34.66% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -1.59% |
Correlation
The correlation between MSVVX and RIVSX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2018 | 0.86 |
The correlation between MSVVX and RIVSX shifts across timeframes, from 0.75 (1 year) to 0.88 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
MSVVX vs. RIVSX — Risk / Return Rank
MSVVX
RIVSX
MSVVX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MetLife Small Company Equity Fund (MSVVX) and River Oak Discovery Fund (RIVSX). 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.
| MSVVX | RIVSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.45 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 5.46 | -3.65 |
| Martin ratioReturn relative to average drawdown | 5.90 | 17.42 | -11.52 |
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Drawdowns
MSVVX vs. RIVSX - Drawdown Comparison
The maximum MSVVX drawdown since its inception was -43.18%, smaller than the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for MSVVX and RIVSX.
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Drawdown Indicators
| MSVVX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.18% | -60.61% | +17.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -9.11% | -4.25% |
Max Drawdown (3Y)Largest decline over 3 years | -24.20% | -24.52% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -24.20% | -25.75% | +1.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.45% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.72% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -10.42% | +4.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 2.85% | +1.24% |
Volatility
MSVVX vs. RIVSX - Volatility Comparison
The current volatility for MetLife Small Company Equity Fund (MSVVX) is 4.53%, while River Oak Discovery Fund (RIVSX) has a volatility of 5.86%. This indicates that MSVVX experiences smaller price fluctuations and is considered to be less risky than RIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSVVX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 5.86% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 13.51% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.38% | 19.24% | -1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 20.36% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 21.85% | +2.07% |
MSVVX vs. RIVSX - Expense Ratio Comparison
MSVVX has a 3.06% expense ratio, which is higher than RIVSX's 1.18% expense ratio.
Dividends
MSVVX vs. RIVSX - Dividend Comparison
MSVVX's dividend yield for the trailing twelve months is around 149.12%, more than RIVSX's 0.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSVVX MetLife Small Company Equity Fund | 149.12% | 170.80% | 7.98% | 4.49% | 2.89% | 23.76% | 0.44% | 7.93% | 0.45% | 0.00% | 0.00% | 0.00% |
RIVSX River Oak Discovery Fund | 0.21% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
Frequently Asked Questions
MSVVX and RIVSX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RIVSX has higher volatility (5.86%) compared to MSVVX (4.53%). In terms of maximum drawdown, MSVVX dropped -43.18% vs RIVSX's -60.61%.
RIVSX currently has the higher Sharpe Ratio (2.60 vs 1.40), 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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