Swiss Helvetia FundSWZ -0.67%37 Buyback Yield % is -31.49 as of Jun. 27, 2026. GuruFocus rates SWZ with a GF Score™ of 37/100. The stock has 2 warning signs investors should review. Among 754 Asset Management companies, Swiss Helvetia Fund ranks worse than 94.83% on this metric.
Buyback yield is the net repurchase of shares outstanding over the market capital of the company. It is a measure of shareholder return.
Swiss Helvetia Fund Buyback Yield % Historical Data
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The historical data trend for Swiss Helvetia Fund's Buyback Yield % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Swiss Helvetia Fund's Buyback Yield %, along with its competitors' market caps and Buyback Yield % 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 Buyback Yield % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's Buyback Yield % distribution charts can be found below:
* The bar in red indicates where Swiss Helvetia Fund's Buyback Yield % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Swiss Helvetia Fund (SWZ) has a Buyback Yield % of -31.49 as of Jun. 27, 2026. Share buyback yield equals the net issuance of stock divided by market cap. View historical data on Swiss Helvetia Fund and its competitors. According to the industry distribution chart, Swiss Helvetia Fund ranks #715 out of 754 companies in the Asset Management industry, placing it in the top 94.8%.
Is Swiss Helvetia Fund's Buyback Yield % too high?
Swiss Helvetia Fund's current Buyback Yield % is -31.49. Based on the distribution chart, Swiss Helvetia Fund ranks #715 out of 754 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Swiss Helvetia Fund has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Buyback Yield % compare to PNI and GLV?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #715 out of 754 companies for Buyback Yield %. This places Swiss Helvetia Fund in the lower half of its industry. The industry median Buyback Yield % is 0.20. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Buyback Yield % for an Asset Management company?
The median Buyback Yield % among Asset Management companies is 0.20, based on 754 companies in the industry. Companies in the top quartile (top 25%) have a Buyback Yield % significantly above this median, while those in the bottom quartile fall well below. However, Buyback Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Buyback Yield % mean?
A high Buyback Yield % can signal that a stock is expensive relative to its fundamentals. Share buyback yield equals the net issuance of stock divided by market cap. View historical data on Swiss Helvetia Fund and its competitors. For the Asset Management industry, the median Buyback Yield % is 0.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Helvetia Fund's current Buyback Yield % is -31.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Helvetia Fund stock overvalued right now?
Swiss Helvetia Fund (SWZ) has a current Buyback Yield % of -31.49. The current Buyback Yield % is -31.49. Swiss Helvetia Fund's overall GF Score™ is 37/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Buyback Yield % calculated?
Buyback Yield % is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Buyback Yield % is -31.49 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
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. It actively manages investment solutions spanning public and private markets, wealth management, and Solutions.
37GF Score
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