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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 August 31, 2026, SWZ stock price declined to $5.99 with 39,909 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 $77.71 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 return of -1.0%, while the SPY ETF gained +19.4%. In the last 3 month period, SWZ fell short of the market, returning -0.2%, while SPY returned +1.9%. However, in the most recent 2 weeks SWZ has outperformed the stock market by returning +0.7%, while SPY returned -1.2%.
SWZ support price is $5.96 and resistance is $6.04 (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.
