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BTECX vs. PRSCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BTECX and PRSCX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

BTECX vs. PRSCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Technology Fund (BTECX) and T. Rowe Price Science And Technology Fund (PRSCX). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
27.91%
5.52%
BTECX
PRSCX

Key characteristics

Sharpe Ratio

BTECX:

1.77

PRSCX:

0.70

Sortino Ratio

BTECX:

2.29

PRSCX:

1.05

Omega Ratio

BTECX:

1.31

PRSCX:

1.14

Calmar Ratio

BTECX:

2.61

PRSCX:

0.40

Martin Ratio

BTECX:

9.55

PRSCX:

2.77

Ulcer Index

BTECX:

4.40%

PRSCX:

6.27%

Daily Std Dev

BTECX:

23.82%

PRSCX:

24.86%

Max Drawdown

BTECX:

-43.18%

PRSCX:

-87.38%

Current Drawdown

BTECX:

0.00%

PRSCX:

-30.03%

Returns By Period

In the year-to-date period, BTECX achieves a 6.99% return, which is significantly higher than PRSCX's 2.82% return.


BTECX

YTD

6.99%

1M

4.05%

6M

28.94%

1Y

42.33%

5Y*

N/A

10Y*

N/A

PRSCX

YTD

2.82%

1M

0.55%

6M

6.25%

1Y

19.21%

5Y*

2.96%

10Y*

3.17%

*Annualized

Compare stocks, funds, or ETFs

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


BTECX vs. PRSCX - Expense Ratio Comparison

BTECX has a 0.95% expense ratio, which is higher than PRSCX's 0.84% expense ratio.


BTECX
Baron Technology Fund
Expense ratio chart for BTECX: current value at 0.95% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.95%
Expense ratio chart for PRSCX: current value at 0.84% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.84%

Risk-Adjusted Performance

BTECX vs. PRSCX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BTECX
The Risk-Adjusted Performance Rank of BTECX is 8181
Overall Rank
The Sharpe Ratio Rank of BTECX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of BTECX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of BTECX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of BTECX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of BTECX is 8484
Martin Ratio Rank

PRSCX
The Risk-Adjusted Performance Rank of PRSCX is 3131
Overall Rank
The Sharpe Ratio Rank of PRSCX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of PRSCX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of PRSCX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of PRSCX is 2828
Calmar Ratio Rank
The Martin Ratio Rank of PRSCX is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BTECX vs. PRSCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baron Technology Fund (BTECX) and T. Rowe Price Science And Technology Fund (PRSCX). 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.


Sharpe ratio
The chart of Sharpe ratio for BTECX, currently valued at 1.77, compared to the broader market-1.000.001.002.003.004.001.770.70
The chart of Sortino ratio for BTECX, currently valued at 2.29, compared to the broader market0.002.004.006.008.0010.0012.002.291.05
The chart of Omega ratio for BTECX, currently valued at 1.31, compared to the broader market1.002.003.004.001.311.14
The chart of Calmar ratio for BTECX, currently valued at 2.61, compared to the broader market0.005.0010.0015.0020.002.611.09
The chart of Martin ratio for BTECX, currently valued at 9.55, compared to the broader market0.0020.0040.0060.0080.009.552.77
BTECX
PRSCX

The current BTECX Sharpe Ratio is 1.77, which is higher than the PRSCX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of BTECX and PRSCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.77
0.70
BTECX
PRSCX

Dividends

BTECX vs. PRSCX - Dividend Comparison

Neither BTECX nor PRSCX has paid dividends to shareholders.


TTM202420232022202120202019
BTECX
Baron Technology Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PRSCX
T. Rowe Price Science And Technology Fund
0.00%0.00%0.00%0.00%0.00%0.54%0.81%

Drawdowns

BTECX vs. PRSCX - Drawdown Comparison

The maximum BTECX drawdown since its inception was -43.18%, smaller than the maximum PRSCX drawdown of -87.38%. Use the drawdown chart below to compare losses from any high point for BTECX and PRSCX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February0
-9.03%
BTECX
PRSCX

Volatility

BTECX vs. PRSCX - Volatility Comparison

The current volatility for Baron Technology Fund (BTECX) is 7.51%, while T. Rowe Price Science And Technology Fund (PRSCX) has a volatility of 9.12%. This indicates that BTECX experiences smaller price fluctuations and is considered to be less risky than PRSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
7.51%
9.12%
BTECX
PRSCX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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