SWZ (Swiss Helvetia Fund) Debt-to-Asset : 0.00 (As of Dec. 2025)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

SWZ Swiss Helvetia Fund Inc SWZ
34 GF Score
Price $5.94
! 2 Warning Signs
View Full Analysis

What is Swiss Helvetia Fund Debt-to-Asset?

Swiss Helvetia Fund SWZ +0.13% 34 Debt-to-Asset is 0.00 as of Dec. 2025. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review.

Swiss Helvetia Fund's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Dec. 2025 was $0.00 Mil. Swiss Helvetia Fund's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Dec. 2025 was $0.00 Mil. Swiss Helvetia Fund's Long-Term Debt & Capital Lease ObligationTotal Assets for the quarter that ended in Dec. 2025 was $117.81 Mil. Swiss Helvetia Fund's debt to asset for the quarter that ended in Dec. 2025 was 0.00.

Swiss Helvetia Fund  (NYSE:SWZ) Debt-to-Asset Explanation

In the calculation of Debt-to-Asset, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Assets.

Swiss Helvetia Fund Debt-to-Asset Related Terms

Swiss Helvetia Fund Debt-to-Asset Historical Data

* Premium members only.

The historical data trend for Swiss Helvetia Fund's Debt-to-Asset 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 Debt-to-Asset Chart

Swiss Helvetia Fund Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Debt-to-Asset
Get a 7-Day Free Trial Premium Member Only 0.00 0.00 0.00 0.00 0.00

Swiss Helvetia Fund Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Debt-to-Asset Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

SWZ vs GECC, GEG, OCCI: Debt-to-Asset Comparison

For the Asset Management subindustry, Swiss Helvetia Fund's Debt-to-Asset, along with its competitors' market caps and Debt-to-Asset 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 Debt-to-Asset vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's Debt-to-Asset distribution charts can be found below:

* The bar in red indicates where Swiss Helvetia Fund's Debt-to-Asset falls into.


SWZ
34GF Score
Swiss Helvetia Fund Inc SWZ
Debt-to-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Swiss Helvetia Fund Debt-to-Asset Calculation

Debt to Asset measures the financial leverage a company has.

Swiss Helvetia Fund's Debt-to-Asset for the fiscal year that ended in Dec. 2025 is calculated as

Debt-to-Asset=Total Debt / Total Assets
=(Short-Term Debt & Capital Lease Obligation + Long-Term Debt & Capital Lease Obligation) / Total Assets
=(0 + 0) / 117.811
=0.00

Swiss Helvetia Fund's Debt-to-Asset for the quarter that ended in Dec. 2025 is calculated as

Debt-to-Asset=Total Debt / Total Assets
=(Short-Term Debt & Capital Lease Obligation + Long-Term Debt & Capital Lease Obligation) / Total Assets
=(0 + 0) / 117.811
=0.00

* 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 Debt-to-Asset →
What does a Debt-to-Asset of 0.00 mean?
Swiss Helvetia Fund (SWZ) has a Debt-to-Asset of 0.00 as of Dec. 2025. Debt-to-asset ratio represents the ratio of total debt to total assets. View historical data on Swiss Helvetia Fund and its competitors.
Is Swiss Helvetia Fund's Debt-to-Asset too high?
Swiss Helvetia Fund's current Debt-to-Asset is 0.00. Overall, Swiss Helvetia Fund has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Debt-to-Asset compare to GECC and GEG?
Swiss Helvetia Fund's Debt-to-Asset of 0.00 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 Debt-to-Asset for an Asset Management company?
A good Debt-to-Asset depends on the Asset Management industry context. However, Debt-to-Asset 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 Debt-to-Asset mean?
A high Debt-to-Asset can signal that a stock is expensive relative to its fundamentals. Debt-to-asset ratio represents the ratio of total debt to total assets. View historical data on Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current Debt-to-Asset is 0.00. 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 Debt-to-Asset of 0.00. The current Debt-to-Asset is 0.00. Swiss Helvetia Fund's overall GF Score™ is 34/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Asset calculated?
Debt-to-Asset is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Debt-to-Asset is 0.00 as of Dec. 2025. 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 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.
34GF Score

Get the complete analysis for SWZ

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

$5.94
Price