Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Baron Financials ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Baron Financials ETF
- 1D
- -0.36%
- 1M
- -5.04%
- YTD
- -16.53%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.72%
- 1M
- -3.54%
- YTD
- -3.95%
- 6M
- -2.09%
- 1Y
- 15.95%
- 3Y*
- 16.96%
- 5Y*
- 10.34%
- 10Y*
- 12.24%
Monthly Returns
Based on dividend-adjusted daily data since Dec 15, 2025, BCFN's average daily return is -0.23%, while the average monthly return is -3.43%.
Historically, 20% of months were positive and 80% were negative. The best month was Dec 2025 with a return of +0.4%, while the worst month was Feb 2026 at -8.1%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BCFN closed higher 45% of trading days. The best single day was Jan 5, 2026 with a return of +2.9%, while the worst single day was Feb 3, 2026 at -4.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.46% | -8.08% | -4.61% | -0.36% | -16.53% | ||||||||
| 2025 | 0.35% | 0.35% |
Benchmark Metrics
Baron Financials ETF has an annualized alpha of -37.86%, beta of 1.00, and R² of 0.44 versus S&P 500 Index. Calculated based on daily prices since December 16, 2025.
- This ETF participated in 178.03% of S&P 500 Index downside but only -159.38% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.44 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -37.86%
- Beta
- 1.00
- R²
- 0.44
- Upside Capture
- -159.38%
- Downside Capture
- 178.03%
Expense Ratio
BCFN has an expense ratio of 0.80%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Baron Financials ETF (BCFN) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Baron Financials ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Baron Financials ETF was 20.95%, occurring on Mar 27, 2026. The portfolio has not yet recovered.
The current Baron Financials ETF drawdown is 18.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.95% | Jan 7, 2026 | 56 | Mar 27, 2026 | — | — | — |
| -2.69% | Dec 29, 2025 | 4 | Jan 2, 2026 | 1 | Jan 5, 2026 | 5 |
| -0.42% | Dec 16, 2025 | 2 | Dec 17, 2025 | 2 | Dec 19, 2025 | 4 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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