SWZ (Swiss Helvetia Fund) GF Score: 37/100 (As of Jun. 27, 2026) — 10% Below Median


SWZ Swiss Helvetia Fund Inc SWZ
37 GF Score
Price $5.90
! 2 Warning Signs
View Full Analysis

What is Swiss Helvetia Fund GF Score?

Swiss Helvetia Fund SWZ -0.67% 37 GF Score is 37 as of Jun. 27, 2026, which is 10% below its 10-year median of 41.00. GuruFocus rates SWZ with a GF Score™ of 37/100. The stock has 2 warning signs investors should review.

Swiss Helvetia Fund has the GF Score of 37, which implies that the company might have Worst future performance potential, or not enough data.

The GF Score is a stock performance ranking system developed by GuruFocus using five aspects of valuation, which has been found to be closely correlated to the long-term performances of stocks by backtesting from 2006 to 2021. The stocks with a higher GF Score generally generate higher returns than those with lower GF Scores. Therefore, when picking stocks, investors should invest in companies with high GF Scores. The GF Score ranges from 0 to 100, with 100 as the highest rank.

GF Score takes following five key aspects into consideration:

1. Financial Strength : 8/10
2. Profitability Rank : 2/10
3. Growth Rank : 0/10
4. GF Value Rank : 0/10
5. Momentum Rank : 10/10

Each one of these components is ranked and the ranks also have positive correlation with the long term performances of stocks. The GF score is calculated using the five key aspects of analysis. Through backtesting, we know that each of these key aspects has a different impact on the stock price performance. Thus, they are weighted differently when calculating the total score. The Profitability Rank and the Growth Rank are weighted fully, while other parameters have less weight.

Based on research and backtesting result, GuruFocus believes Swiss Helvetia Fund might have Worst future performance potential, or not enough data.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Swiss Helvetia Fund  (NYSE:SWZ) GF Score Explanation

Based on the historical long-term performances among five valuation aspects, the GF Score is found to be closely correlated to the long-term performances of stocks. It ranges from 0 to 100, with 100 as the highest. GuruFocus divided GF Score into following 5 categories:

GF Score Performance Potential and All-in-One Screener Examples (1)
91 - 100Highest outperformance potential
81 - 90Good outperformance potential
71 - 80Likely to have average performance
51 - 70Poor future performance potential
0 - 50Worst future performance potential, or not enough data

(1) These are some simple examples. You can access our GF Score filter under All-in-One Screener’s Fundamental tab.

Swiss Helvetia Fund GF Score Related Terms

SWZ vs PNI, GLV, NMS: GF Score Comparison

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

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

* The bar in red indicates where Swiss Helvetia Fund's GF Score falls into.


SWZ
37GF Score
Swiss Helvetia Fund Inc SWZ
GF Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
Frequently Asked Questions Learn more about GF Score →
What does a GF Score of 37 mean?
Swiss Helvetia Fund (SWZ) has a GF Score of 37 as of Jun. 27, 2026. GF Score is a stock performance ranking system developed by GuruFocus using five aspects of valuation. View historical data on Swiss Helvetia Fund and its competitors. This is 10% below median its historical median of 41.00. Over the past decade, Swiss Helvetia Fund's GF Score has ranged from 16.00 to 46.00.
Is Swiss Helvetia Fund's GF Score too high?
Swiss Helvetia Fund's current GF Score of 37 is 10% below median its 10-year median of 41.00. Over the past 10 years, this metric has ranged from a low of 16.00 to a high of 46.00. 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 GF Score compare to PNI and GLV?
Swiss Helvetia Fund's GF Score of 37 can be compared against companies in the Asset Management industry. Historically, Swiss Helvetia Fund's own GF Score has ranged from 16.00 to 46.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good GF Score for an Asset Management company?
A good GF Score depends on the Asset Management industry context. However, GF Score 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 GF Score mean?
A high GF Score can signal that a stock is expensive relative to its fundamentals. GF Score is a stock performance ranking system developed by GuruFocus using five aspects of valuation. View historical data on Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current GF Score is 37, which is 10% below median its own 10-year median of 41.00. 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 GF Score of 37. The current GF Score is 37, which is 10% below median its 10-year median of 41.00. 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 GF Score calculated?
GF Score is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current GF Score is 37 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 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.
37GF Score

Get the complete analysis for SWZ

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

$5.90
Price