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The investment objective of the Fund is to seek long-term growth of capital through investment in equity and equity-linked securities of Swiss companies. The Fund may also acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances.
Swiss Helvetia trades on the NYSE stock market under the symbol SWZ.
As of October 2, 2026, SWZ stock price climbed to $5.76 with 19,426 million shares trading.
SWZ has a beta of 0.39, meaning it tends to be less sensitive to market movements. SWZ has a correlation of 0.19 to the broad based SPY ETF.
SWZ has a market cap of $74.79 million. This is considered a Micro Cap stock.
In the last 3 years, SWZ traded as high as $9.43 and as low as $5.68.
SWZ has underperformed the market in the last year with a price return of -5.2% while the SPY ETF gained +16.1%. SWZ has also underperformed the stock market ETF in the last 3 month and 2 week periods returning -2.6% and -2.3%, respectively, while the SPY returned +3.6% and +1.0%, respectively.
SWZ support price is $5.67 and resistance is $5.77 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that SWZ shares will trade within this expected range on the day.
