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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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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.

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

S&P 500

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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.

1 month0.69%0.19%
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


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.

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.

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.



To Bottom


To Recover



-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.

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