SWZ
SWISS HELVETIA FUND
🇺🇸 NYSE/NASDAQ
👑 Overview
📈 Performance
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
-0.61%
Annual Growth
5 years average annual growth
🌏
1
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
The Swiss Helvetia Fund, Inc. (the Fund) is a non-diversified, closed-end management investment company. The Fund's investment objective 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. The Fund primarily invests in securities of Swiss issuers. The Fund also invests in various industries, such as banks, biotechnology, building materials, chemicals, computers, diversified financial services, electric, electronic components and equipment, food, healthcare products, industrials, insurance, machinery-diversified, metal fabricate/hardware, packaging and containers, pharmaceuticals, private equity, retail, semiconductors, short-term investment, and transportation. The Fund's investment adviser is Schroder Investment Management North America Inc.
📈 Performance
Price History*
-15.51%
1M
1Y
10Y
Graph
Table
* US price history does not take into account stock splits
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$60,566.58
after 5 years
$117,863.34
after 10 years
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
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Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
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Try it out →💵 Costs
💼
N/A
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$7.97
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in SWZ
1
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
55 weeks
💵 Average investment amount
$323
⏰ Last time a customer invested in SWZ
387 days
SWZ investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
Less than 50k
100%
👶 Age of investors
18 - 25
26 - 34
35 - 90
100%
🙋 Legal gender of investors
Female
Male
100%
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🙌 Performance (5Yr p.a)
22.21%
📊 Share price
$12.22 USD
📈 HIGH PRICE GROWTH
