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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 July 14, 2026, SWZ stock price was flat at $5.93 with 206 million shares trading.
SWZ has a beta of 0.48, meaning it tends to be less sensitive to market movements. SWZ has a correlation of 0.24 to the broad based SPY ETF.
SWZ has a market cap of $76.94 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 underperformed the market in the last year with a price return of -5.0% while the SPY ETF gained +21.6%. SWZ has also underperformed the stock market ETF in the last 3 month and 2 week periods returning -2.5% and -0.2%, respectively, while the SPY returned +9.7% and +1.3%, respectively.
SWZ support price is $5.88 and resistance is $5.98 (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.
