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AssetMark Financial Holdings, Inc. (AMK)

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

Company Info

ISINUS04546L1061
CUSIP04546L106
SectorFinancial Services
IndustryAsset Management

Trading Data

Previous Close$19.67
Year Range$18.07 - $27.92
EMA (50)$19.92
EMA (200)$22.71
Average Volume$93.82K
Market Capitalization$1.40B

AMKShare Price Chart


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AMKPerformance

The chart shows the growth of $10,000 invested in AssetMark Financial Holdings, Inc. on Jul 19, 2019 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $7,274 for a total return of roughly -27.26%. All prices are adjusted for splits and dividends.


AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)

AMKReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-6.06%-6.21%
YTD-24.95%-18.17%
6M-22.13%-17.47%
1Y-24.38%-8.89%
5Y-10.26%9.39%
10Y-10.26%9.39%

AMKMonthly Returns Heatmap


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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 -0.86. 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.


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.


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 33.29%. 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.


AMK (AssetMark Financial Holdings, Inc.)
Benchmark (^GSPC)

Portfolios with AssetMark Financial Holdings, Inc.


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