PortfoliosLab logoPortfoliosLab logo
Baron Technology ETF (BCTK)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

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

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

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


Baron Technology ETF

Often compared with BCTK:
BCTK vs. BITWMore BCTK alternatives

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Baron Technology ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period


Baron Technology ETF

1D
5.03%
1M
-5.30%
YTD
-7.13%
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 15, 2025, BCTK's average daily return is -0.06%, while the average monthly return is -1.36%.

Historically, 25% of months were positive and 75% were negative. The best month was Dec 2025 with a return of +1.8%, while the worst month was Mar 2026 at -5.3%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BCTK closed higher 58% 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%-7.13%
20251.80%1.80%

Benchmark Metrics

Baron Technology ETF has an annualized alpha of 10.57%, beta of 1.82, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since December 16, 2025.

  • This ETF participated in 102.97% of S&P 500 Index downside but only 38.40% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF generated an annualized alpha of 10.57% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • Beta of 1.82 means this ETF moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

Alpha
10.57%
Beta
1.82
0.79
Upside Capture
38.40%
Downside Capture
102.97%

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 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


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 graphics...

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. The portfolio has not yet recovered.

The current Baron Technology ETF drawdown is 9.63%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-13.96%Jan 8, 202656Mar 30, 2026
-2.41%Dec 16, 20252Dec 17, 20252Dec 19, 20254
-2.18%Dec 29, 20253Dec 31, 20253Jan 6, 20266

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...