Swiss Helvetia Financials
| SWZ Fund | USD 7.80 0.03 0.39% |
Swiss |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Swiss Helvetia Fund Summary
Swiss Helvetia competes with MFS Investment, Eaton Vance, DTF Tax, HUMANA, and SCOR PK. 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 fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the SP 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.Specialization | null, Miscellaneous Region |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US8708751016 |
| CUSIP | 870875101 |
| Location | Wisconsin; U.S.A |
| Business Address | Seven Bryant Park |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | www.swzfund.com |
| Phone | 212 641 3800 |
| Currency | USD - US Dollar |
Swiss Helvetia Key Financial Ratios
Swiss Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Swiss Helvetia's current stock value. Our valuation model uses many indicators to compare Swiss Helvetia value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Swiss Helvetia competition to find correlations between indicators driving Swiss Helvetia's intrinsic value. More Info.Swiss Helvetia Closed is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Swiss Helvetia Closed is roughly 8.07 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Swiss Helvetia's earnings, one of the primary drivers of an investment's value.Swiss Helvetia Closed Systematic Risk
Swiss Helvetia's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Swiss Helvetia volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Swiss Helvetia Closed correlated with the market. If Beta is less than 0 Swiss Helvetia generally moves in the opposite direction as compared to the market. If Swiss Helvetia Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Swiss Helvetia Closed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Swiss Helvetia is generally in the same direction as the market. If Beta > 1 Swiss Helvetia moves generally in the same direction as, but more than the movement of the benchmark.
Swiss Helvetia November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Swiss Helvetia help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Swiss Helvetia Closed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Swiss Helvetia Closed based on widely used predictive technical indicators. In general, we focus on analyzing Swiss Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Swiss Helvetia's daily price indicators and compare them against related drivers.
| Information Ratio | (0.37) | |||
| Maximum Drawdown | 3.67 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.35 |
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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