Swiss Helvetia Closed Fund Quote
| SWZ Fund | USD 7.88 0.08 1.03% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Swiss Helvetia is trading at 7.88 as of the 30th of November 2024; that is 1.03 percent increase since the beginning of the trading day. The fund's open price was 7.8. Swiss Helvetia has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Swiss Helvetia Closed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The company has 13.21 M outstanding shares of which 9.94 K shares are at this time shorted by investors with about 0.46 days to cover. More on Swiss Helvetia Closed
Moving against Swiss Fund
Swiss Fund Highlights
| Fund Concentration | Miscellaneous Region Funds, Asset Management, Financial Services (View all Sectors) |
| Update Date | 30th of September 2024 |
Swiss Helvetia Closed [SWZ] is traded in USA and was established 30th of November 2024. The fund is not categorized under any group at the present time. Swiss Helvetia Closed at this time has in assets with no minimum investment requirementsThe fund is currently generating return of 2.42% with the current yeild of 0.0%, while the total return for the last 3 years was -0.41%.
Check Swiss Helvetia Probability Of Bankruptcy
Swiss Helvetia Closed Risk Profiles
| Risk Adjusted Performance | (0.15) | |||
| Jensen Alpha | (0.20) | |||
| Total Risk Alpha | (0.31) | |||
| Treynor Ratio | (0.69) |
Swiss Helvetia Against Markets
Other Information on Investing in Swiss Fund
Swiss Helvetia financial ratios help investors to determine whether Swiss Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Swiss with respect to the benefits of owning Swiss Helvetia security.
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