SWZ
Price:
$7.8
Market Cap:
$101.33M
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
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 253.93% compared to the average of 18.75 of the last 4 quarters.
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 June 2024 quarter at 0.
Average
12.75
Median
1.34
Minimum
0.25
Maximum
66.35
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
Year | Current Ratio | Change |
---|---|---|
2023 | 66.35 | 16.36% |
2022 | 0.40 | -82.15% |
2021 | 2.26 | 147.50% |
2020 | 0.91 | 262.34% |
2019 | 0.25 | -99.19% |
2018 | 31.08 | 1.94% |
2017 | 1.53 | -93.19% |
2016 | 22.39 | 1.85% |
2015 | 1.15 | 0.35% |
2014 | 1.14 | 31.70% |
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.’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. (-1.40), greater than The Korea Fund, Inc. (2.29), greater than Abrdn Japan Equity Fund Inc (0.13), greater than The New Germany Fund, Inc. (0.09), greater than The Taiwan Fund, Inc. (0), 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. (4.17), 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 (6.30),
Company | Current Ratio | Market cap |
---|---|---|
4.15 | $90.50M | |
4.29 | $119.17M | |
0.09 | $258.81M | |
0.96 | $303.84M | |
-1.40 | $232.77M | |
2.29 | $97.39M | |
0.13 | $78.80M | |
0.09 | $130.63M | |
0 | $311.63M | |
1.11 | $78.15M | |
21.91 | $197.06M | |
4.17 | $214.57M | |
10.20 | $216.95M | |
11.24 | $375.07M | |
0 | $275.55M | |
6.30 | $157.70M |
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