Swiss Helvetia Closed Fund Market Outlook
| SWZ Fund | USD 5.97 0.05 0.84% |
Slightly above 51% of Swiss Helvetia's investor base is interested to short. The analysis of overall sentiment of trading Swiss Helvetia Closed fund suggests that many investors are impartial at this time. Swiss Helvetia's investing sentiment can be driven by a variety of factors including economic data, Swiss Helvetia's earnings reports, geopolitical events, and overall market trends.
Comfort Level 49
Impartial
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Swiss Helvetia's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Swiss Helvetia Closed.
News SentimentNeutral | Hype SentimentNeutral | Insider SentimentWaiting |
Considering the 90-day investment horizon and your typical level of risk aversion, our recommendation regarding Swiss Helvetia Closed is 'Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Swiss Helvetia Closed given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Swiss Helvetia Closed, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Swiss Helvetia Advice
The Swiss recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Swiss Helvetia Closed. Macroaxis does not own or have any residual interests in Swiss Helvetia Closed or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Swiss Helvetia's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Weakest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Swiss Helvetia Closed has a Risk Adjusted Performance of 0.002, Jensen Alpha of (0.02), Total Risk Alpha of (0.05), Sortino Ratio of (0.06) and Treynor Ratio of (0.02)We provide advice to complement the current expert consensus on Swiss Helvetia. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at the time. To make sure Swiss Helvetia Closed is not overpriced, please validate all Swiss Helvetia fundamentals, including its cash and equivalents, earnings per share, and the relationship between the revenue and current ratio .
Swiss Helvetia Trading Alerts and Improvement Suggestions
| Swiss Helvetia generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Total Return Securities Fund Completes Tender Offer, Accepts 4 Million Shares at 6.81 - Quiver Quantitative |
Swiss Helvetia Returns Distribution Density
The distribution of Swiss Helvetia's historical returns is an attempt to chart the uncertainty of Swiss Helvetia's future price movements. The chart of the probability distribution of Swiss Helvetia daily returns describes the distribution of returns around its average expected value. We use Swiss Helvetia Closed price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Swiss Helvetia returns is essential to provide solid investment analysis for Swiss Helvetia.
| Mean Return | 0 | Value At Risk | -1.12 | Potential Upside | 0.85 | Standard Deviation | 0.70 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Swiss Helvetia historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Swiss Helvetia Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Swiss Helvetia or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Swiss Helvetia's price will be affected by overall fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Swiss fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.30 | |
σ | Overall volatility | 0.69 | |
Ir | Information ratio | -0.08 |
Swiss Helvetia Volatility Alert
Swiss Helvetia Closed has low volatility with Treynor Ratio of -0.02, Maximum Drawdown of 4.62 and kurtosis of 6.94. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Swiss Helvetia's fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Swiss Helvetia's fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Swiss Helvetia Fundamentals Vs Peers
Comparing Swiss Helvetia's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Swiss Helvetia's direct or indirect competition across all of the common fundamentals between Swiss Helvetia and the related equities. This way, we can detect undervalued stocks with similar characteristics as Swiss Helvetia or determine the funds which would be an excellent addition to an existing portfolio. Peer analysis of Swiss Helvetia's fundamental indicators could also be used in its relative valuation, which is a method of valuing Swiss Helvetia by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Swiss Helvetia to competition |
| Fundamentals | Swiss Helvetia | Peer Average |
| Price To Earning | 6.13 X | 6.53 X |
| Price To Book | 0.76 X | 0.74 X |
| Price To Sales | 35.81 X | 0.61 X |
| Beta | 0.78 | |
| Annual Yield | 0.0002 % | 0.29 % |
| Year To Date Return | 2.02 % | 0.39 % |
| One Year Return | (3.52) % | 4.15 % |
| Three Year Return | 3.48 % | 3.60 % |
| Five Year Return | 2.56 % | 3.24 % |
| Last Dividend Paid | 0.67 | 0.65 |
Swiss Helvetia Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Swiss . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Swiss Helvetia Buy or Sell Advice
When is the right time to buy or sell Swiss Helvetia Closed? Buying financial instruments such as Swiss Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Swiss Helvetia in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Target Risk ETFs Thematic Idea Now
Target Risk ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Target Risk ETFs theme has 32 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Target Risk ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Swiss Fund
Swiss Helvetia financial ratios help investors to determine whether Swiss Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Swiss with respect to the benefits of owning Swiss Helvetia security.
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