PortfoliosLab logoPortfoliosLab logo
ISIN
US06829D5032
CUSIP
06829D503
Inception Date
Dec 31, 2021
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$150M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

BCTK Performance Chart

Baron Technology ETF (BCTK) is up 27.5% since the beginning of the year. BCTK is currently trading at $32 per share.


Loading charts...

S&P 500 Index

Returns By Period


Baron Technology ETF

1D
-0.76%
1M
15.19%
YTD
27.46%
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BCTK Monthly Returns History

Based on dividend-adjusted daily data since Dec 15, 2025, BCTK's average daily return is +0.24%, while the average monthly return is +4.06%. At this rate, an investment would double in approximately 1.5 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2026 with a return of +16.9%, while the worst month was Mar 2026 at -5.3%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BCTK closed higher 62% of trading days. The best single day was Mar 31, 2026 with a return of +5.0%, while the worst single day was Mar 26, 2026 at -4.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.07%-0.86%-5.30%16.93%13.41%3.48%27.46%
20251.80%1.80%

Benchmark Metrics

Baron Technology ETF has an annualized alpha of 20.13%, beta of 1.81, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since December 16, 2025.

  • This ETF captured 212.32% of S&P 500 Index gains but only 48.14% of its losses - a favorable profile for investors.
  • This ETF generated an annualized alpha of 20.13% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 1.81 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Alpha
20.13%
Beta
1.81
0.77
Upside Capture
212.32%
Downside Capture
48.14%

Expense Ratio

BCTK has an expense ratio of 0.75%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Baron Technology ETF (BCTK) and compare them to 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


Baron Technology ETF doesn't pay dividends

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Baron Technology 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 Technology ETF was 13.96%, occurring on Mar 30, 2026. Recovery took 10 trading sessions.

The current Baron Technology ETF drawdown is 0.76%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 correction2026
-13.96%Mar 2026
2mo 21d15d
3mo 6dJan 2026 - Apr 2026
2026 pullback2026
-4.65%May 2026
4d7d
11dMay 2026 - May 2026
2026 pullback2026
-2.86%Apr 2026
1d3d
4dApr 2026 - May 2026
2025 pullback2025
-2.41%Dec 2025
1d2d
3dDec 2025 - Dec 2025
2025 pullback2025
-2.18%Dec 2025
2d6d
8dDec 2025 - Jan 2026

Drawdown Indicators


BCTKBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.96%

-56.78%

+42.82%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.76%

-0.74%

-0.02%

Average Drawdown

Average peak-to-trough decline

-3.00%

-10.72%

+7.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with BCTK

Add Baron Technology ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with BCTK