Swiss Helvetia Price To Book vs. One Year Return
| SWZ Fund | USD 7.89 0.01 0.13% |
For Swiss Helvetia profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Swiss Helvetia to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Swiss Helvetia Closed utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Swiss Helvetia's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Swiss Helvetia Closed over time as well as its relative position and ranking within its peers.
Swiss |
Swiss Helvetia Closed One Year Return vs. Price To Book Fundamental Analysis
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. Swiss Helvetia Closed is rated third largest fund in price to book among similar funds. It is rated below average in one year return among similar funds reporting about 10.75 of One Year Return per Price To Book. 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 One Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Swiss Helvetia |
| = | 0.76 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Swiss Helvetia |
| = | 8.17 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Swiss One Year Return Comparison
Swiss Helvetia is currently under evaluation in one year return among similar funds.
Swiss Helvetia Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Swiss Helvetia, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Swiss Helvetia will eventually generate negative long term returns. The profitability progress is the general direction of Swiss Helvetia's change in net profit over the period of time. It can combine multiple indicators of Swiss Helvetia, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Swiss Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Swiss Helvetia. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Swiss Helvetia position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Swiss Helvetia's important profitability drivers and their relationship over time.
Use Swiss Helvetia in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Swiss Helvetia position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Swiss Helvetia will appreciate offsetting losses from the drop in the long position's value.Swiss Helvetia Pair Trading
Swiss Helvetia Closed Pair Trading Analysis
The ability to find closely correlated positions to Swiss Helvetia could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Swiss Helvetia when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Swiss Helvetia - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Swiss Helvetia Closed to buy it.
The correlation of Swiss Helvetia is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Swiss Helvetia moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Swiss Helvetia Closed moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Swiss Helvetia can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Swiss Helvetia position
In addition to having Swiss Helvetia in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Health Management Thematic Idea Now
Health Management
Major hospitals and healthcare providers. The Health Management theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Health Management Theme or any other thematic opportunities.
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Other Information on Investing in Swiss Fund
To fully project Swiss Helvetia's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Swiss Helvetia Closed at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Swiss Helvetia's income statement, its balance sheet, and the statement of cash flows.
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