Swiss Helvetia Closed Fund Market Value
| SWZ Fund | USD 6.03 0.01 0.17% |
| Symbol | Swiss |
Swiss Helvetia 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Swiss Helvetia's fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Swiss Helvetia.
| 10/25/2025 |
| 01/23/2026 |
If you would invest 0.00 in Swiss Helvetia on October 25, 2025 and sell it all today you would earn a total of 0.00 from holding Swiss Helvetia Closed or generate 0.0% return on investment in Swiss Helvetia over 90 days. Swiss Helvetia is related to or competes with Hennessy, Amg Frontier, Ariel Focus, Consumer Services, Baird Smallcap, Jacob Internet, and Sextant International. The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management... More
Swiss Helvetia Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Swiss Helvetia's fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Swiss Helvetia Closed upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9516 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 4.62 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 0.8489 |
Swiss Helvetia Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Swiss Helvetia's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Swiss Helvetia's standard deviation. In reality, there are many statistical measures that can use Swiss Helvetia historical prices to predict the future Swiss Helvetia's volatility.| Risk Adjusted Performance | 0.0153 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0196 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Swiss Helvetia's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Swiss Helvetia January 23, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0153 | |||
| Market Risk Adjusted Performance | 0.0296 | |||
| Mean Deviation | 0.4794 | |||
| Semi Deviation | 0.7846 | |||
| Downside Deviation | 0.9516 | |||
| Coefficient Of Variation | 4661.98 | |||
| Standard Deviation | 0.7023 | |||
| Variance | 0.4933 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0196 | |||
| Maximum Drawdown | 4.62 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 0.8489 | |||
| Downside Variance | 0.9056 | |||
| Semi Variance | 0.6156 | |||
| Expected Short fall | (0.51) | |||
| Skewness | (1.77) | |||
| Kurtosis | 6.92 |
Swiss Helvetia Closed Backtested Returns
Swiss Helvetia Closed owns Efficiency Ratio (i.e., Sharpe Ratio) of close to zero, which indicates the fund had a close to zero % return per unit of risk over the last 3 months. Swiss Helvetia Closed exposes twenty-seven different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Swiss Helvetia's Risk Adjusted Performance of 0.0153, coefficient of variation of 4661.98, and Semi Deviation of 0.7846 to confirm the risk estimate we provide. The entity has a beta of 0.26, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Swiss Helvetia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Swiss Helvetia is expected to be smaller as well.
Auto-correlation | -0.27 |
Weak reverse predictability
Swiss Helvetia Closed has weak reverse predictability. Overlapping area represents the amount of predictability between Swiss Helvetia time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Swiss Helvetia Closed price movement. The serial correlation of -0.27 indicates that nearly 27.0% of current Swiss Helvetia price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.27 | |
| Spearman Rank Test | 0.31 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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