Highlights
- Total Revenue (TTM)
- $737.46M
- Gross Profit (TTM)
- $344.01M
- EBITDA (TTM)
- $241.55M
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AssetMark Financial Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
AssetMark Financial Holdings, Inc.
- 1D
- —
- 1M
- —
- YTD
- —
- 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%
Monthly Returns
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.40% | 15.26% | 0.17% | -4.52% | 1.72% | 0.47% | -0.14% | 1.88% | 0.26% | 17.66% | |||
| 2023 | 15.39% | 17.94% | 0.48% | -2.45% | -8.47% | 5.63% | 0.81% | -3.38% | -13.19% | -4.67% | 7.24% | 16.81% | 30.22% |
| 2022 | -8.47% | -2.08% | -5.28% | -13.57% | 8.63% | -10.15% | 1.17% | 1.84% | -5.43% | 13.23% | 20.04% | -7.48% | -12.25% |
| 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% | 8.31% |
| 2020 | 1.07% | -9.68% | -23.03% | 17.66% | 11.30% | 2.21% | 2.05% | -13.29% | -9.98% | -2.71% | 12.43% | 1.77% | -16.61% |
| 2019 | 4.62% | -0.32% | -7.62% | 5.34% | -8.78% | 15.94% | 7.32% |
Benchmark Metrics
AssetMark Financial Holdings, Inc. has an annualized alpha of -3.19%, beta of 1.07, and R² of 0.38 versus S&P 500 Index. Calculated based on daily prices since July 19, 2019.
- This stock participated in 108.91% of S&P 500 Index downside but only 83.80% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.38 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -3.19%
- Beta
- 1.07
- R²
- 0.38
- Upside Capture
- 83.80%
- Downside Capture
- 108.91%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for AssetMark Financial Holdings, Inc. (AMK) 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
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the AssetMark Financial Holdings, Inc.. 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 AssetMark Financial Holdings, Inc. was 55.61%, occurring on Mar 23, 2020. Recovery took 987 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.61% | Feb 18, 2020 | 25 | Mar 23, 2020 | 987 | Feb 23, 2024 | 1012 |
| -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 |
| -8.82% | Apr 10, 2024 | 14 | Apr 29, 2024 | — | — | — |
| -5.39% | Mar 22, 2024 | 7 | Apr 2, 2024 | 4 | Apr 8, 2024 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of AssetMark Financial Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how AssetMark Financial Holdings, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |