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AMK vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

AMK vs. SPY

Last updated May 10, 2025

Compare and contrast key facts about AssetMark Financial Holdings, Inc. (AMK) and SPDR S&P 500 ETF (SPY).

SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMK or SPY.

Correlation

The correlation between AMK and SPY is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

AMK vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AssetMark Financial Holdings, Inc. (AMK) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

AMK

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SPY

YTD

-3.42%

1M

2.87%

6M

-5.06%

1Y

9.87%

5Y*

15.76%

10Y*

12.35%

*Annualized

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Risk-Adjusted Performance

AMK vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AMK
The Risk-Adjusted Performance Rank of AMK is 7373
Overall Rank
The Sharpe Ratio Rank of AMK is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of AMK is 7474
Sortino Ratio Rank
The Omega Ratio Rank of AMK is 7575
Omega Ratio Rank
The Calmar Ratio Rank of AMK is 7171
Calmar Ratio Rank
The Martin Ratio Rank of AMK is 6767
Martin Ratio Rank
SPY
The Risk-Adjusted Performance Rank of SPY is 6262
Overall Rank
The Sharpe Ratio Rank of SPY is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 6464
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 6666
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMK vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AssetMark Financial Holdings, Inc. (AMK) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

AMK vs. SPY - Dividend Comparison

AMK has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.

TTM20242023202220212020201920182017201620152014
AMK
AssetMark Financial Holdings, Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPY
SPDR S&P 500 ETF		1.27%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%

Drawdowns

AMK vs. SPY - Drawdown Comparison

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Volatility

AMK vs. SPY - Volatility Comparison

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