Total Return Securities Fund - Enterprise Value

The Enterprise Value as of July 2026 (TTM) for Total Return Securities Fund (SWZ) is 76.04M

According to Total Return Securities Fund’s latest financial reports and current stock price. The company's current Enterprise Value is 76.04M. This represents a change of -8.16% compared to the average of 82.79M of the last 4 quarters.

Total Return Securities Fund (SWZ) Historical Enterprise Value (quarterly & annually)

How has SWZ Enterprise Value performed in the past?

The mean historical Enterprise Value of Total Return Securities Fund over the last ten years is 144.94M. The current 76.04M Enterprise Value has changed 5.15% with respect to the historical average. Over the past ten years (40 quarters), SWZ's Enterprise Value was at its highest in in the December 2013 quarter at 398.35M. The Enterprise Value was at its lowest in in the June 2012 quarter at 0.

Total Return Securities Fund (SWZ) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Total Return Securities Fund Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Total Return Securities Fund (SWZ) Average Enterprise Value

How has SWZ Enterprise Value performed in the past?

The current Enterprise Value of Total Return Securities Fund (SWZ) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

Total Return Securities Fund (SWZ) Enterprise Value vs. Peers

How is SWZ’s Enterprise Value compared to its peers?

Total Return Securities Fund’s Enterprise Value is greater than Hennessy Midstream Fund Investor Class (0), less than AMG Frontier Small Cap Growth Fund - Class N (105.20M), greater than Ariel Focus Investor (0), less than ProFunds Consumer Services UltraSector Fund Investor Class (0), less than Baird Equity Opportunity Fund - Investor Class (375.14M), greater than Jacob Internet Fund Investor Class Shares (0), greater than Saturna International Fund - Investor Shares (0), greater than SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (0), greater than Saturna International - Z Shares (0), less than PCM Fund Inc (106.80M),

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