The Swiss Helvetia Fund (SWZ)
The Swiss Helvetia Fund Performance
Historical performance is a good guide for the future, but it is imperfect. Pay attention to a company's history, but be realistic about what you can project into the future.
5 Year Total Returns Performance
Returns from price appreciation only give a partial view of the returns to an investor. This total returns chart shows the returns to an investor from both price appreciation and dividends (dividends are assumed to be reinvested)
1 Year Total Returns Performance Comparison
Here are The Swiss Helvetia Fund's total returns compared to the market and some of its peers. High historical total returns are excellent - especially if you held the stock at the time - but returns can change direction quickly. To predict future performance, looking at the business is more important than looking at historic returns.
- SWZ Total Returns
- ^SPXTR Total Returns
- TF Total Returns
- CH Total Returns
| 1 month total returns | YTD total returns | 1 year total returns* | 3 year total returns | |
|---|---|---|---|---|
| SWZ | -10.87% | -1.11% | -22.68% | 22.35% |
| ^SPXTR | -6.01% | 5.16% | -0.41% | 51.76% |
| TF | -14.24% | 19.91% | -16.05% | 26.72% |
| CH | -19.58% | -5.22% | -25.48% | 39.32% |
* May differ from chart if one year ago today was not a trading day. Table uses the previous trading day as a base while chart uses the next trading day.
You may also be interested in these SWZ related companies
SWZ News
about 28 days ago by MarketBrief
about 170 days ago by MarketBrief
Jul 01, 11:17AM PR Newswire
Jun 22, 4:40PM PR Newswire
May 25, 4:40PM PR Newswire
Dec 14, 5:20PM PR Newswire
Dec 09, 5:47PM PR Newswire
about 704 days ago by AMMinvest
about 716 days ago by AMMinvest
Recent Quotes
| Symbol | Price | Chg | Chg % | Market Cap |
|---|---|---|---|---|
| SWZ | 9.84 | -0.10 | -1.01% | |
| SWY | 18.49 | -0.53 | -2.79% | 5.097B |
| SWX | 41.85 | -0.13 | -0.31% | 1.935B |
| SUI | 39.91 | -1.30 | -3.15% | 1.091B |
| SUBK | 11.36 | -0.47 | -3.97% | 115.11M |
| SUB | 106.82 | +0.07 | +0.07% | |
| SU | 26.41 | -0.58 | -2.15% | 42.15B |
| STZB | 19.15 | -0.27 | -1.39% | 451.56M |
| STZ | 18.75 | -0.54 | -2.80% | 3.852B |
| STXS | 0.2328 | -0.02 | -6.84% | 14.07M |
