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AssetMark Financial Holdings, Inc. (AMK)

Equity · Currency in USD · Last updated Mar 28, 2023

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.


-40.00%-20.00%0.00%20.00%40.00%NovemberDecember2023FebruaryMarch
13.83%
32.80%
AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)

S&P 500

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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.


PeriodReturnBenchmark
1 month0.69%0.19%
Year-To-Date33.83%3.59%
6 months65.93%7.70%
1 year33.94%-12.45%
5 years (annualized)3.58%8.00%
10 years (annualized)3.58%8.00%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202315.39%17.94%
2022-5.43%13.23%20.04%-7.48%

Sharpe 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 0.98. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00NovemberDecember2023FebruaryMarch
0.98
-0.52
AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)

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.


-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2023FebruaryMarch
-8.12%
-17.08%
AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)

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, 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

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.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%NovemberDecember2023FebruaryMarch
35.69%
17.88%
AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)