The Swiss Helvetia Fund Inc.

The Swiss Helvetia Fund Inc.verified

SWZ

Price:

$8.93

Market Cap:

$116.01M

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. T...[Read more]

Industry

Asset Management

IPO Date

1987-08-19

Stock Exchange

NYSE

Ticker

SWZ

The Current Ratio as of September 2024 (TTM) for The Swiss Helvetia Fund Inc. (SWZ) is 66.35

According to The Swiss Helvetia Fund Inc.’s latest financial reports and current stock price. The company's current Current Ratio is 66.35. This represents a change of 241.85% compared to the average of 19.41 of the last 4 quarters.

The Swiss Helvetia Fund Inc. (SWZ) Historical Current Ratio (quarterly & annually)

How has SWZ Current Ratio performed in the past?

The mean historical Current Ratio of The Swiss Helvetia Fund Inc. over the last ten years is 12.75. The current 66.35 Current Ratio has changed 51.95% with respect to the historical average. Over the past ten years (40 quarters), SWZ's Current Ratio was at its highest in in the December 2023 quarter at 66.35. The Current Ratio was at its lowest in in the December 2019 quarter at 0.25.

Quarterly (TTM)
Annual

Average

12.75

Median

1.34

Minimum

0.25

Maximum

66.35

The Swiss Helvetia Fund Inc. (SWZ) Current Ratio by Quarter and Year

Discovering the peaks and valleys of The Swiss Helvetia Fund Inc. Current Ratio, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 16.36%

Maximum Annual Current Ratio = 66.35

Minimum Annual Increase = -99.19%

Minimum Annual Current Ratio = 0.25

Quarterly (TTM)
Annual
YearCurrent RatioChange
202366.3516.36%
20220.40-82.15%
20212.26147.50%
20200.91262.34%
20190.25-99.19%
201831.081.94%
20171.53-93.19%
201622.391.85%
20151.150.35%
20141.1431.70%

The Swiss Helvetia Fund Inc. (SWZ) Average Current Ratio

How has SWZ Current Ratio performed in the past?

The current Current Ratio of The Swiss Helvetia Fund Inc. (SWZ) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

23.00

5-year avg

14.04

10-year avg

12.75

The Swiss Helvetia Fund Inc. (SWZ) Current Ratio vs. Peers

How is SWZ’s Current Ratio compared to its peers?

The Swiss Helvetia Fund Inc.’s Current Ratio is greater than MFS High Yield Municipal Trust (4.15), greater than MFS High Income Municipal Trust (4.29), greater than MFS Multimarket Income Trust (0.09), greater than MFS Intermediate Income Trust (0.96), greater than BlackRock MuniHoldings Quality Fund II, Inc. (0.10), greater than The Korea Fund, Inc. (0), greater than Abrdn Japan Equity Fund Inc (0.13), greater than The New Germany Fund, Inc. (0), less than The Taiwan Fund, Inc. (95.87), greater than The Central and Eastern Europe Fund, Inc. (1.11), greater than The Mexico Fund, Inc. (21.91), greater than Japan Smaller Capitalization Fund, Inc. (6.96), greater than First Trust Dynamic Europe Equity Income Fund (10.20), greater than Eagle Point Income Company Inc. (11.24), greater than Western Asset High Yield Defined Opportunity Fund Inc. (0), greater than Nuveen New York Municipal Value Fund (12.29),

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