NYSE · SWZ

Total Return Fund

$5.88 +$0.02 (+0.34%) 1D Market open

Key Metrics

$76.03M
Market cap
P/E · TTM
Revenue · TTM
Net income
EPS · TTM
Dividend yield
Free cash flow
Beta · 1Y 0.38
EBITDA · TTM
Gross margin

Snapshot

Market cap$76.03M
Enterprise value
Shares outstanding13.0M
52-wk range$5.84 – $6.43
Avg volume · 20D33.8K
Net cash
Book value / share
ExchangeNYSE
About Total Return Fund
IPO dateAug 19, 1987
Employees

Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies.

Wolf Grade COMING SOON

The wolf is in training. Composite grades vs sector — profitability, health, value, momentum — arrive with the percentile engine. Methodology will be public.

Valuation

P/E
P/S
P/FCF
EV/EBITDA
EV/Sales
Graham №

Profitability

Gross
Operating
Net
FCF
ROE / ROIC — · —

Financial Health

Current ratio
Quick ratio
Debt / equity
Debt / EBITDA
Net cash
Working capital

Cash Flow · TTM

Operating CF
Capex
Free cash flow
Buybacks
Dividends paid
Shareholder yield

Piotroski F-Score

Needs two fiscal years of filings

Altman Z-Score

Insufficient balance-sheet inputs

Graham Number vs Price

Requires positive earnings and book value