Sortino ratio is not yet available for BCSM. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares Baron SMID Cap ETF's Sortino Ratio with other ETFs in the Mid Cap Growth Equities, Small Cap Growth Equities category across multiple time periods, showing how BCSM's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| TEKX | SPDR Galaxy Transformative Tech Accelerators ETF | 4.31 | |||
| FYC | First Trust Small Cap Growth AlphaDEX Fund | 3.51 | |||
| RZG | Invesco S&P SmallCap 600® Pure Growth ETF | 3.15 | |||
| QQQJ | Invesco NASDAQ Next Gen 100 ETF | 2.97 | |||
| JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 2.94 | |||
| PBW | Invesco WilderHill Clean Energy ETF | 2.89 | |||
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 2.88 | |||
| SMMD | iShares Russell 2500 ETF | 2.87 | |||
| BKSE | BNY Mellon US Small Cap Core Equity ETF | 2.85 | |||
| CAFG | Pacer US Small Cap Cash Cows Growth Leaders ETF | 2.82 | |||
| BCSM | Baron SMID Cap ETF | — |
Historical Sortino Ratio
The chart shows BCSM's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when BCSM consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
Loading charts...
IHow does BCSM fit in your portfolio?
Add your other holdings to see your portfolio's Sortino Ratio and find out.
Analyze Your Portfolio