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Swiss Helvetia Fund (Swiss Helvetia Fund) 3-Year Book Growth Rate : -2.20% (As of Dec. 2023)


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What is Swiss Helvetia Fund 3-Year Book Growth Rate?

Swiss Helvetia Fund's Book Value per Share for the quarter that ended in Dec. 2023 was $9.76.

During the past 12 months, Swiss Helvetia Fund's average Book Value per Share Growth Rate was 10.90% per year. During the past 3 years, the average Book Value per Share Growth Rate was -2.20% per year. During the past 5 years, the average Book Value per Share Growth Rate was 2.40% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

During the past 7 years, the highest 3-Year average Book Value per Share Growth Rate of Swiss Helvetia Fund was 13.10% per year. The lowest was -9.50% per year. And the median was -2.70% per year.


Competitive Comparison of Swiss Helvetia Fund's 3-Year Book Growth Rate

For the Asset Management subindustry, Swiss Helvetia Fund's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Swiss Helvetia Fund's 3-Year Book Growth Rate Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's 3-Year Book Growth Rate distribution charts can be found below:

* The bar in red indicates where Swiss Helvetia Fund's 3-Year Book Growth Rate falls into.



Swiss Helvetia Fund 3-Year Book Growth Rate Calculation

This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.


Swiss Helvetia Fund  (NYSE:SWZ) 3-Year Book Growth Rate Explanation

Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.


Swiss Helvetia Fund 3-Year Book Growth Rate Related Terms

Thank you for viewing the detailed overview of Swiss Helvetia Fund's 3-Year Book Growth Rate provided by GuruFocus.com. Please click on the following links to see related term pages.


Swiss Helvetia Fund (Swiss Helvetia Fund) Business Description

Traded in Other Exchanges
N/A
Address
C/o U.S. Bank Global Fund Services, 615 East Michigan Street, Milwaukee, WI, USA, 53202
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. The group invests in various sectors such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, and retail.
Executives
Andrew Dakos director 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663
Phillip Goldstein director 60 HERITAGE DRIVE, PLEASANTVILLE NY 10570
Moritz A Sell director C/O USBANCORP FUND SERVICES, 777 E WISCONSIN AVE., MILWAUKEE WI 53202
Gerald Hellerman director 5431 NW 21ST AVE., BOCA RATON FL 33496
Stephanie Darling officer: Chief Compliance Officer 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663
Rajeev P Das officer: Secretary 250 PEHLE AVE., SUITE 708, SADDLE BROOK NJ 07663
Thomas Antonucci officer: Chief Financial Officer 250 PEHLE AVE. SUITE 708, SADDLE BROOK NJ 07663
Richard Dayan director C/O IMPERIAL HOLDINGS, INC., 701 PARK OF COMMERCE BLVD., SUITE 301, BOCA RATON FL 33487
David Bock director C/O I-TRAX INC, ONE LOGAN SQUARE STE 2615, PHILADELPHIA PA 19103
Jean Hoysradt director C/O W. P. CAREY INC., ONE MANHATTAN WEST, 395 9TH AVE., 58 FL, NEW YORK NY 10001
Samuel B Witt director STATFESIDE ASSOCIATES INC, 2300 CLARENDON BLVD STE 407, ARLINGTON VA 22201
Fred J Ricciardi director 60 STATE STREET, BOSTON MA 02109
Reid B Adams officer: Chf. Legal Officer & Secretary SCHRODER INVEST. MGMT. NORTH AMERICA INC, 875 THIRD AVENUE, 22ND FLOOR, NEW YORK NY 10022
Jean-marc Boillat director LES GADRAS, VILLENEUVE DE DURAS I0 47120
Calhoun Joseph S Iii director C/O SCHRODERS, 875 THIRD AVENUE, 22ND FLOOR, NEW YORK NY 10022