Total Return Securities Fund - PE Ratio

The PE Ratio as of August 2026 (TTM) for Total Return Securities Fund (SWZ) is 15.07

According to Total Return Securities Fund’s latest financial reports and current stock price. The company's current PE Ratio is 15.07. This represents a change of -0.03% compared to the average of 15.07 of the last 4 quarters.

Total Return Securities Fund (SWZ) Historical PE Ratio (quarterly & annually)

How has SWZ PE Ratio performed in the past?

The mean historical PE Ratio of Total Return Securities Fund over the last ten years is -3.41. The current 15.07 PE Ratio has changed -44319.76% with respect to the historical average. Over the past ten years (40 quarters), SWZ's PE Ratio was at its highest in in the December 2025 quarter at 39.97. The PE Ratio was at its lowest in in the December 2016 quarter at -283.61.

Total Return Securities Fund (SWZ) PE Ratio by Quarter and Year

Discovering the peaks and valleys of Total Return Securities Fund 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.

Total Return Securities Fund (SWZ) Average PE Ratio

How has SWZ PE Ratio performed in the past?

The current PE Ratio of Total Return Securities Fund (SWZ) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

Total Return Securities Fund (SWZ) PE Ratio vs. Peers

How is SWZ’s PE Ratio compared to its peers?

Total Return Securities Fund’s PE Ratio is greater than Hennessy Midstream Fund Investor Class (0), greater than AMG Frontier Small Cap Growth Fund - Class N (-21.76), greater than Ariel Focus Investor (0), less than ProFunds Consumer Services UltraSector Fund Investor Class (0), less than Baird Equity Opportunity Fund - Investor Class (18.52), 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), greater than PCM Fund Inc (12.86),

Build a custom stock screener for Total Return Securities Fund (SWZ) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Total Return Securities Fund using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Total Return Securities Fund (SWZ) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Total Return Securities Fund or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.