Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMK (AssetMark Financial Holdings Inc) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 09/05/2024, Common starting date is 07/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMK (AssetMark Financial Holdings Inc) | 07/18/2019 | 09/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 30.22 | -12.25 | 8.31 | -16.61 | 7.32 | 76.52 | -0.61 | 38.28 | 9.50 | -22.76 | -10.59 | 7.06 | 304.72 | -78.55 | -16.85 | 53.45 | -1.69 | -66.90 | 234.74 | -75.66 | 2.94 | -37.73 |
| Sharpe Ratio | NA | 0.90 | 0.24 | 0.08 | 0.06 | NA | NA | … | … | 1.39 | 0.88 | -0.41 | 0.32 | -0.28 | -0.24 | 0.09 | -0.01 | 0.80 | 0.37 | -0.09 | -0.07 | 0.13 | 3.45 | -0.92 | -0.36 | 0.75 | -0.06 | -0.83 | 2.78 | -0.60 | 0.01 | -0.39 |
| Standard Deviation(%) | NA | 19.50 | 28.13 | 36.51 | 304.03 | NA | NA | … | … | 16.78 | 29.64 | 33.33 | 25.71 | 58.97 | 35.97 | 838.38 | 82.85 | 47.67 | 25.67 | 243.63 | 156.69 | 51.78 | 91.09 | 85.98 | 54.98 | 66.89 | 67.57 | 81.51 | 84.30 | 127.45 | 85.89 | 108.46 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 99.64 | NA | NA | … | … | 100.00 | 29.61 | 35.66 | 16.99 | 55.61 | 18.21 | 99.44 | 58.89 | 46.74 | 20.92 | 33.41 | 56.98 | 37.69 | 44.14 | 85.27 | 56.67 | 60.40 | 54.26 | 84.70 | 36.78 | 95.07 | 64.54 | 79.93 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/05/2024, Common starting date is 07/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMK (AssetMark Financial Holdings Inc) |
-11.81%
Aug 2019 – Aug 2022 |
4.50%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMK (AssetMark Financial Holdings Inc) |
15.54%
Mar 2020 – Mar 2023 |
4.50%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart