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AssetMark Financial Holdings, Inc. (AMK)

Equity · Currency in USD · Last updated Nov 28, 2022

Company Info

ISINUS04546L1061
CUSIP04546L106
SectorFinancial Services
IndustryAsset Management

Trading Data

Previous Close$24.22
Year Range$17.16 - $26.67
EMA (50)$21.32
EMA (200)$21.47
Average Volume$99.74K
Market Capitalization$1.75B

AMKShare Price Chart


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AMKPerformance

The chart shows the growth of $10,000 invested in AssetMark Financial Holdings, Inc. in Jul 2019 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $8,990 for a total return of roughly -10.10%. All prices are adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%JuneJulyAugustSeptemberOctoberNovember
16.36%
-2.57%
AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)

AMKCompare to other instruments

Search for stocks, ETFs, and funds to compare with AMK

AMKReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M27.68%4.33%
6M18.82%-0.78%
YTD-7.25%-15.53%
1Y-12.49%-14.36%
5Y-3.12%9.20%
10Y-3.12%9.20%

AMKMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-8.47%-2.08%-5.28%-13.57%8.63%-10.15%1.17%1.84%-5.43%13.23%17.38%
2021-4.88%2.65%-1.23%-3.51%15.72%-3.84%4.15%2.95%-7.44%3.10%-1.09%3.35%
20201.07%-9.68%-23.03%17.66%11.30%2.21%2.05%-13.29%-9.98%-2.71%12.43%1.77%
20194.62%-0.32%-7.62%5.34%-8.78%15.94%

AMKSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current AssetMark Financial Holdings, Inc. Sharpe ratio is -0.37. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.200.00JuneJulyAugustSeptemberOctoberNovember
-0.37
-0.60
AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)

AMKDividend History


AssetMark Financial Holdings, Inc. doesn't pay dividends

AMKDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember
-27.43%
-16.06%
AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)

AMKWorst Drawdowns

The table below shows the maximum drawdowns of the AssetMark Financial Holdings, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the AssetMark Financial Holdings, Inc. is 55.61%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.61%Feb 18, 202025Mar 23, 2020
-18.21%Aug 5, 20199Aug 15, 201913Sep 4, 201922
-17.6%Sep 5, 201924Oct 8, 201953Dec 23, 201977
-4.4%Jul 22, 20192Jul 23, 20193Jul 26, 20195
-4.21%Jan 3, 20208Jan 14, 20202Jan 16, 202010
-3.61%Jan 21, 20209Jan 31, 20202Feb 4, 202011
-1.86%Dec 30, 20192Dec 31, 20191Jan 2, 20203
-0.79%Feb 10, 20201Feb 10, 20201Feb 11, 20202
-0.74%Jul 31, 20191Jul 31, 20192Aug 2, 20193
-0.42%Dec 24, 20191Dec 24, 20191Dec 26, 20192

AMKVolatility Chart

Current AssetMark Financial Holdings, Inc. volatility is 17.13%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%JuneJulyAugustSeptemberOctoberNovember
17.13%
12.31%
AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)