SWZ Stock Summary and Trading Ideas (Swiss Helvetia | NYSE:SWZ)

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 February 18, 2026, SWZ stock price climbed to $6.15 with 44,251 million shares trading.

SWZ has a beta of -0.36, meaning it tends to be less sensitive to market movements. SWZ has a correlation of 0.01 to the broad based SPY ETF.

SWZ has a market cap of $79.79 million. This is considered a Micro Cap stock.

In the last 3 years, SWZ traded as high as $9.43 and as low as $5.84.

SWZ has outperformed the market in the last year with a price return of +72.6% while the SPY ETF gained +13.8%. However, in the short term, SWZ had mixed performance relative to the market. It has underperformed in the last 3 months, returning +2.3% vs +3.4% return in SPY. But in the last 2 weeks, SWZ shares have fared better than the market returning +2.8% compared to SPY -0.5%.

SWZ support price is $6.08 and resistance is $6.21 (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.