AssetMark Financial Holdings, Inc. (AMK)
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in AssetMark Financial Holdings, Inc. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,383 for a total return of roughly 13.83%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
AssetMark Financial Holdings, Inc. had a return of 33.83% year-to-date (YTD) and 33.94% in the last 12 months. Over the past 10 years, AssetMark Financial Holdings, Inc. had an annualized return of 3.58%, while the S&P 500 had an annualized return of 8.00%, indicating that AssetMark Financial Holdings, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | 0.69% | 0.19% |
| Year-To-Date | 33.83% | 3.59% |
| 6 months | 65.93% | 7.70% |
| 1 year | 33.94% | -12.45% |
| 5 years (annualized) | 3.58% | 8.00% |
| 10 years (annualized) | 3.58% | 8.00% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 15.39% | 17.94% | ||||||||||
| 2022 | -5.43% | 13.23% | 20.04% | -7.48% |
Dividend History
AssetMark Financial Holdings, Inc. doesn't pay dividends
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst 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, 2020 | 25 | Mar 23, 2020 | — | — | — |
| -18.21% | Aug 5, 2019 | 9 | Aug 15, 2019 | 13 | Sep 4, 2019 | 22 |
| -17.6% | Sep 5, 2019 | 24 | Oct 8, 2019 | 53 | Dec 23, 2019 | 77 |
| -4.4% | Jul 22, 2019 | 2 | Jul 23, 2019 | 3 | Jul 26, 2019 | 5 |
| -4.21% | Jan 3, 2020 | 8 | Jan 14, 2020 | 2 | Jan 16, 2020 | 10 |
| -3.61% | Jan 21, 2020 | 9 | Jan 31, 2020 | 2 | Feb 4, 2020 | 11 |
| -1.86% | Dec 30, 2019 | 2 | Dec 31, 2019 | 1 | Jan 2, 2020 | 3 |
| -0.79% | Feb 10, 2020 | 1 | Feb 10, 2020 | 1 | Feb 11, 2020 | 2 |
| -0.74% | Jul 31, 2019 | 1 | Jul 31, 2019 | 2 | Aug 2, 2019 | 3 |
| -0.42% | Dec 24, 2019 | 1 | Dec 24, 2019 | 1 | Dec 26, 2019 | 2 |
Volatility Chart
Current AssetMark Financial Holdings, Inc. volatility is 35.69%. 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.