Swiss Helvetia Closed Fund Manager Performance Evaluation

Swiss Helvetia Relative Risk vs. Return Landscape

If you would invest  605.00  in Swiss Helvetia Closed on December 2, 2025 and sell it today you would earn a total of  16.00  from holding Swiss Helvetia Closed or generate 2.64% return on investment over 90 days. Swiss Helvetia Closed is generating 0.0452% of daily returns assuming volatility of 0.6989% on return distribution over 90 days investment horizon. In other words, 6% of funds are less volatile than Swiss, and above 99% of all equities are expected to generate higher returns over the next 90 days.Considering the 90-day investment horizon Swiss Helvetia is expected to generate 1.19 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.08 times less risky than the market. It trades about 0.06 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.

Swiss Helvetia Current Valuation

Below is the normalized historical share price chart for Swiss Helvetia Closed extending back to August 19, 1987. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Swiss Helvetia stands at 6.14, as last reported on the 2nd of March, with the highest price reaching 6.17 and the lowest price hitting 6.10 during the day.

Swiss Helvetia Target Price Odds to finish over Current Price

Considering the 90-day investment horizon Swiss Helvetia Closed has a beta of -0.26. This usually implies as returns on the benchmark increase, returns on holding Swiss Helvetia are expected to decrease at a much lower rate. During a bear market, however, Swiss Helvetia Closed is likely to outperform the market. Additionally Swiss Helvetia Closed has an alpha of 0.0756, implying that it can generate a 0.0756 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).

Predictive Modules for Swiss Helvetia

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Swiss Helvetia Closed. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.

Hype Prediction Low Estimated High 5.51 6.21 6.91 Details

Intrinsic Valuation Low Real High 5.49 6.19 6.89 Details

Naive Forecast Low Next High 5.48 6.18 6.88 Details

Bollinger Band Projection (param) Lower Middle Band Upper 6.21 6.21 6.21 Details

Swiss Helvetia Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Swiss Helvetia is not an exception. The market had few large corrections towards the Swiss Helvetia's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Swiss Helvetia Closed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Swiss Helvetia within the framework of very fundamental risk indicators.

Swiss Helvetia Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Swiss Helvetia for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Swiss Helvetia Closed can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.

Swiss Helvetia Fundamentals Growth

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.