SWZ (Swiss Helvetia Fund) Deferred Tax: $0.00 Mil (TTM As of Jun. 2026)

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SWZ Swiss Helvetia Fund Inc SWZ
44 GF Score
Price $5.92
GF Value $3.43
Valuation Significantly Overvalued
! 1 Warning Sign
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What is Swiss Helvetia Fund Deferred Tax?

Swiss Helvetia Fund SWZ +0.17% 44 Deferred Tax is $0.00 Mil as of Jun. 2026. GuruFocus rates SWZ with a GF Score™ of 44/100 and a GF Value™ of $3.43 (Significantly Overvalued). The stock has 1 warning sign investors should review.

Change In Deferred Tax represents future tax liability or asset, resulting from temporary differences between book (accounting) value of assets and liabilities, and their tax value. This arises due to differences between financial accounting for shareholders and tax accounting.

Swiss Helvetia Fund's change in deferred tax for the six months ended in Jun. 2026 was $0.00 Mil. Its change in deferred tax for the trailing twelve months (TTM) ended in Jun. 2026 was $0.00 Mil.

Swiss Helvetia Fund Deferred Tax Related Terms

Swiss Helvetia Fund Deferred Tax Historical Data

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The historical data trend for Swiss Helvetia Fund's Deferred Tax 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.

Swiss Helvetia Fund Deferred Tax Chart

Swiss Helvetia Fund Annual Data
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Deferred Tax
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Swiss Helvetia Fund Semi-Annual Data
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SWZ
44GF Score
Swiss Helvetia Fund Inc SWZ
Deferred Tax is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Swiss Helvetia Fund Deferred Tax Calculation

Change In Deferred Tax represents future tax liability or asset, resulting from temporary differences between book (accounting) value of assets and liabilities, and their tax value. This arises due to differences between financial accounting for shareholders and tax accounting.

Deferred Tax for the trailing twelve months (TTM) ended in Jun. 2026 adds up the semi-annually data reported by the company within the most recent 12 months, which was $0.00 Mil.


* 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.

Frequently Asked Questions Learn more about Deferred Tax →
What does a Deferred Tax of $0.00 Mil mean?
Swiss Helvetia Fund (SWZ) has a Deferred Tax of $0.00 Mil as of Jun. 2026. Change in Defered Tax is amount of deferred tax assets or liabilities due to temporary differences in financial and tax accounting. View historical data for Swiss Helvetia Fund.
Is Swiss Helvetia Fund's Deferred Tax too high?
Swiss Helvetia Fund's current Deferred Tax is $0.00 Mil. Overall, Swiss Helvetia Fund has a GF Score™ of 44/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Deferred Tax compare to SAMG and PNI?
Swiss Helvetia Fund's Deferred Tax of $0.00 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Deferred Tax for an Asset Management company?
A good Deferred Tax depends on the Asset Management industry context. However, Deferred Tax 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 Deferred Tax mean?
A high Deferred Tax can signal that a stock is expensive relative to its fundamentals. Change in Defered Tax is amount of deferred tax assets or liabilities due to temporary differences in financial and tax accounting. View historical data for Swiss Helvetia Fund. Swiss Helvetia Fund's current Deferred Tax is $0.00 Mil. 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?
Based on GuruFocus' analysis, Swiss Helvetia Fund (SWZ) is currently considered Significantly Overvalued. The stock's GF Value™ is $3.43, compared to a current price of $5.92 — trading 72.6% above its estimated fair value. The current Deferred Tax is $0.00 Mil. Swiss Helvetia Fund's overall GF Score™ is 44/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Deferred Tax calculated?
Deferred Tax is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Deferred Tax is $0.00 Mil as of Jun. 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.

Is Swiss Helvetia Fund (SWZ) Overvalued in 2026?

Based on GuruFocus' analysis, Swiss Helvetia Fund stock appears to be overvalued. The current stock price of $5.92 is trading 72.6% above its estimated GF Value™ of $3.43. GuruFocus considers Swiss Helvetia Fund to be Significantly Overvalued.

Key valuation signals for SWZ:

  • Deferred Tax: $0.00 Mil
  • GF Value™: $3.43 vs. price of $5.92 (72.6% above fair value)
  • GF Score™: 44/100 with 1 warning sign

No single metric tells the full story. See the SWZ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Swiss Helvetia Fund Business Description

Address c/o Ultimus Fund Solutions, LLC, 225 Pictoria Avenue, Suite 450, Cincinnati, OH, USA, 45246
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.
44GF Score

Get the complete analysis for SWZ

Deferred Tax is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$5.92
Price
$3.43
GF Value