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Total Return Securities Fund Announces Commencement of a Cash Tender Offer
Globe Newswire (Fri, 19-Dec 4:35 PM ET)
Total Return Securities Fund Announces Expiration of Rights Offering
Globe Newswire (Mon, 8-Dec 7:57 AM ET)
Total Return Securities Fund Provides Details About Rights Offering and Subsequent Tender Offer
Globe Newswire (Mon, 3-Nov 3:50 PM ET)
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 December 19, 2025, SWZ stock price declined to $6.18 with 21,019 million shares trading.
SWZ has a beta of -0.23, meaning it tends to be less sensitive to market movements. SWZ has a correlation of 0.00 to the broad based SPY ETF.
SWZ has a market cap of $104.90 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 +101.9% while the SPY ETF gained +18.1%. However, in the short term, SWZ had mixed performance relative to the market. It has underperformed in the last 3 months, returning +1.0% vs +2.8% return in SPY. But in the last 2 weeks, SWZ shares have fared better than the market returning +1.3% compared to SPY -0.5%.
SWZ support price is $6.15 and resistance is $6.25 (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.
