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SWZ

Total Return Securities, Inc. NYSE
Financial Services ·Asset Management ·US · swzfund.com
$6.02
Mkt Cap $78.1M
52w Low $5.84 30.5% of range 52w High $6.43
50d MA $6.02 200d MA $6.07
P/E (TTM) 4.4x
EV/EBITDA 4.5x
P/B 0.7x
Debt/Equity 0.0x
ROE 16.7%
P/FCF 37.1x
RSI (14)
ATR (14)
Beta 0.81
50d MA $6.02
200d MA $6.07
Avg Volume 78.3K
About
Swiss Helvetia Fund is a non-diversified, closed-end investment company whose objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The Fund also may acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances.
Recent Earnings
Date Time Est Rptd Surp Base Gap% D1% D2% D3% D4% D5% 1M% Guide ▲★
Sep 12, 2024 AMC 0.08 8.80 +0.2% +0.6% +1.9% +1.4% +1.5% +1.2% -0.5%
Dec 30, 2023 AMC 0.31
Jun 30, 2023 AMC 1.14 8.22 +0.0% +0.6% -0.2% -1.3% -2.1% -1.2% +3.9%
Dec 31, 2022 AMC 0.21
Jun 30, 2022 AMC -1.24 7.86 -0.5% +0.0% -0.8% -1.1% -1.1% -1.1% +1.9%
Dec 31, 2021 AMC 0.38 9.94 +0.2% +1.4% +0.3% -0.2% -0.4% -1.1% -6.4%
Jun 30, 2021 AMC 0.44 9.73 +0.1% +0.4% +0.6% +0.1% +0.7% +0.4% +0.0%
Dec 31, 2020 AMC 0.73 8.94 +1.7% +2.0% +2.5% +1.5% +1.7% +1.7% +2.5%
Jun 30, 2020 AMC -0.08 7.84 +0.3% +0.8% +1.0% +1.7% +0.8% +1.9% +3.3%
Dec 31, 2019 AMC 1.00 8.41 +0.1% +0.4% -0.6% +0.2% +0.1% +1.4% +2.4%
Data updated apr 28, 2026 10:17pm · Source: massive.com