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Swiss Helvetia FundSWZ +0.34%34 3-Year Dividend Growth Rate is -38.30% as of Dec. 2025. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review. Among 852 Asset Management companies, Swiss Helvetia Fund ranks worse than 98% on this metric.
The historical rank and industry rank for Swiss Helvetia Fund's 3-Year Dividend Growth Rate or its related term are showing as below:
SWZ'
s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -38.3 Med: 19.55 Max: 64.4
Current: -38.3
During the past 9 years, the highest 3-Year average Dividends Per Share Growth Rate of Swiss Helvetia Fund was 64.40% per year. The lowest was -38.30% per year. And the median was 19.55% per year.
SWZ's 3-Year Dividend Growth Rate is ranked worse than 98% of 852
companies
in the Asset Management industry
Industry Median: 3.8
vs SWZ: -38.30
During the past 12 months, Swiss Helvetia Fund's average Dividends Per Share Growth Rate was -72.60% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was -38.30% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was -18.60% 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 dividends per share growth rate.
During the past 9 years, the highest Dividend Payout Ratio of Swiss Helvetia Fund was 0.43. The lowest was 0.05. And the median was 0.23.
2. Dividend Yield % measures how much a company pays out in dividends each year relative to its share price.
During the past 9 years, the highest Dividend Yield of Swiss Helvetia Fund was 9.11%. The lowest was 0.95%. And the median was 5.86%.
* 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 3-Year Dividend Growth Rate Related Terms>
SWZ vs PNI, SAMG, GDO: 3-Year Dividend Growth Rate Comparison
For the Asset Management subindustry, Swiss Helvetia Fund's 3-Year Dividend Growth Rate, along with its competitors' market caps and 3-Year Dividend 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 3-Year Dividend Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's 3-Year Dividend Growth Rate distribution charts can be found below:
* The bar in red indicates where Swiss Helvetia Fund's 3-Year Dividend Growth Rate falls into.
Swiss Helvetia Fund 3-Year Dividend Growth Rate Calculation
This is the average annual rate that a company has been raising its dividends. The growth rate is calculated with expontential compound 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 dividends per share growth rate.
What does a 3-Year Dividend Growth Rate of -38.30% mean?
Swiss Helvetia Fund (SWZ) has a 3-Year Dividend Growth Rate of -38.30% as of Dec. 2025. 3-Year Dividend Growth Rate is the company's three-year average growth of dividend payout. View historical data on Swiss Helvetia Fund and its competitors. According to the industry distribution chart, Swiss Helvetia Fund ranks #835 out of 852 companies in the Asset Management industry, placing it in the top 98%.
Is Swiss Helvetia Fund's 3-Year Dividend Growth Rate too high?
Swiss Helvetia Fund's current 3-Year Dividend Growth Rate is -38.30%. Based on the distribution chart, Swiss Helvetia Fund ranks #835 out of 852 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 3-Year Dividend Growth Rate compare to PNI and SAMG?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #835 out of 852 companies for 3-Year Dividend Growth Rate. This places Swiss Helvetia Fund in the lower half of its industry. The industry median 3-Year Dividend Growth Rate is 3.80. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Dividend Growth Rate for an Asset Management company?
The median 3-Year Dividend Growth Rate among Asset Management companies is 3.80, based on 852 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Dividend Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Dividend Growth Rate 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 3-Year Dividend Growth Rate mean?
A high 3-Year Dividend Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Dividend Growth Rate is the company's three-year average growth of dividend payout. View historical data on Swiss Helvetia Fund and its competitors. For the Asset Management industry, the median 3-Year Dividend Growth Rate is 3.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Helvetia Fund's current 3-Year Dividend Growth Rate is -38.30%. 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 3-Year Dividend Growth Rate of -38.30%. The current 3-Year Dividend Growth Rate is -38.30%. 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 3-Year Dividend Growth Rate calculated?
3-Year Dividend Growth Rate is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current 3-Year Dividend Growth Rate is -38.30% 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 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
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