SWZ
Price:
$6.1
Market Cap:
$79.24M
Swiss Helvetia Fund is a non-diversified, closed-end investment company whose objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The Fund also may acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances.
Industry
Asset Management
IPO Date
1987-08-19
Stock Exchange
NYSE
Ticker
SWZ
According to Total Return Securities, Inc.’s latest financial reports and current stock price. The company's current PE Ratio is -3.21. This represents a change of -147.67% compared to the average of 6.73 of the last 4 quarters.
The mean historical PE Ratio of Total Return Securities, Inc. over the last ten years is -0.26. The current -3.21 PE Ratio has changed 122.98% with respect to the historical average. Over the past ten years (40 quarters), SWZ's PE Ratio was at its highest in in the June 2024 quarter at 24.19. The PE Ratio was at its lowest in in the December 2016 quarter at -282.11.
Average
-0.26
Median
4.72
Minimum
-33.89
Maximum
36.11
Discovering the peaks and valleys of Total Return Securities, Inc. PE Ratio, 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.
Maximum Annual Increase = 56.39%
Maximum Annual PE Ratio = 36.11
Minimum Annual Increase = -559.82%
Minimum Annual PE Ratio = -33.89
| Year | PE Ratio | Change |
|---|---|---|
| 2024 | -26.01 | -559.82% |
| 2023 | 5.66 | -255.34% |
| 2022 | -3.64 | -159.68% |
| 2021 | 6.10 | -12.06% |
| 2020 | 6.94 | 56.39% |
| 2019 | 4.44 | -233.76% |
| 2018 | -3.32 | -166.28% |
| 2017 | 5.00 | -114.76% |
| 2016 | -33.89 | -193.85% |
| 2015 | 36.11 | -217.21% |
The current PE Ratio of Total Return Securities, Inc. (SWZ) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
-8.00
5-year avg
-2.19
10-year avg
-0.26
Total Return Securities, Inc.’s PE Ratio is less than Hennessy Midstream Fund Investor Class (0), less than AMG Frontier Small Cap Growth Fund - Class N (0), less than Ariel Focus Investor (0), less than ProFunds Consumer Services UltraSector Fund Investor Class (0), less than Baird Equity Opportunity Fund - Investor Class (0), less than Jacob Internet Fund Investor Class Shares (0), less than Saturna International Fund - Investor Shares (0), less than SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (0), less than Saturna International - Z Shares (0), less than PCM Fund Inc. (13.47),
| Company | PE Ratio | Market cap |
|---|---|---|
| 0 | $77.36M | |
| 0 | $78.30M | |
| 0 | $77.52M | |
| 0 | $82.50M | |
| 0 | $77.61M | |
| 0 | $65.03M | |
| 0 | $79.41M | |
| 0 | $73.01M | |
| 0 | $79.41M | |
| 13.47 | $75.62M |
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