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The Swiss Helvetia Fund is listed at the NYSE Exchange
The Swiss Helvetia Fund [SWZ]
NYSE Sector: Financial Services Industry:Asset Management

Is The Swiss Helvetia Fund stock a buy?

What Is The Conclusion?

Right now our advanced algorithms say:

Do the analyst corps agree?

Interesting Questions and Easy Answers!

Yes, The Swiss Helvetia Fund pays dividends. Last time was Monday 30th of September 2024 where the investors holding the stock on Thursday 19th of September 2024 were paid $0.129 per share. Over the last 77 times between 1988 and 2024, The Swiss Helvetia Fund has paid $27.15775 with an average of $0.35 per share.

Sorry, we do not have any analyst data for this ticker

We cannot find data for The Swiss Helvetia Fund 10 years ago, but if you had invested on Friday 22nd of November 2019 when the price was $8.08, you would have made a loss of $-0.280 per share or -3.47%

No, the average daily trading liquidity for The Swiss Helvetia Fund is $25 328 thousand. Trading in stocks with this little trading liquidity is very dangerous, and you can get into a situation where it will be hard to trade your stocks. In addition, these types of stocks usually have very high volatility.

The Swiss Helvetia Fund has no real debt, which is good in periods of high inflation. The Swiss Helvetia Fund has a very good net profit margin of 2 501.88% and should have very high tolerances against inflation.

We have calculated the inflation risk for The Swiss Helvetia Fund to be low [0.3 of 1]

US inflation for August 2024 was 0.19%. Over the last 12 months, the US inflation is 2.59%. The 10-year treasury yield that indicates the future interest level is currently 4.41 and is up 0.05 over the last 30 days.