| AssetMark Financial is a holding company. Through its subsidiaries, Co. provides wealth management and technology solutions that power independent financial advisers and their clients. Co.'s platform enables advisers to outsource services that would otherwise require investments of time and money - helping to level the playing field for independent financial advisers of all sizes. Co.'s platform include: technology platform, which provides advisers access to a range of automated processes; adviser service, which provides consulting and service support; and investment platform, which provides independent advisers. The AMK YTD return is shown above.
The YTD Return on the AMK YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether AMK YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the AMK YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.