SWZ (Swiss Helvetia Fund) Interest Income: $1.33 Mil (TTM As of Dec. 2025)

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SWZ Swiss Helvetia Fund Inc SWZ
34 GF Score
Price $5.94
! 2 Warning Signs
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What is Swiss Helvetia Fund Interest Income?

Swiss Helvetia Fund SWZ +0.13% 34 Interest Income is $1.33 Mil as of Dec. 2025. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review.

Interest Income is the interest earned on cash temporarily held in savings accounts, certificates of deposits, or other investments. Swiss Helvetia Fund's interest income for the six months ended in Dec. 2025 was $0.75 Mil. Its interest income for the trailing twelve months (TTM) ended in Dec. 2025 was $1.33 Mil.

Swiss Helvetia Fund Interest Income Historical Data

* Premium members only.

The historical data trend for Swiss Helvetia Fund's Interest Income 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 Interest Income Chart

Swiss Helvetia Fund Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Interest Income
Get a 7-Day Free Trial Premium Member Only 0.00 0.02 0.03 0.38 1.33

Swiss Helvetia Fund Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Interest Income 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 0.01 0.38 0.58 0.75
SWZ
34GF Score
Swiss Helvetia Fund Inc SWZ
Interest Income is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Helvetia Fund Interest Income Calculation

Interest Income is the interest earned on cash temporarily held in savings accounts, certificates of deposits, or other investments.

Interest Income for the trailing twelve months (TTM) ended in Dec. 2025 adds up the semi-annually data reported by the company within the most recent 12 months, which was $1.33 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 Interest Income →
What does a Interest Income of $1.33 Mil mean?
Swiss Helvetia Fund (SWZ) has a Interest Income of $1.33 Mil as of Dec. 2025. Interest Income is the amount a company receives on savings accounts and certificates of deposits. View historical data on Swiss Helvetia Fund and its competitors.
Is Swiss Helvetia Fund's Interest Income too high?
Swiss Helvetia Fund's current Interest Income is $1.33 Mil. 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 Interest Income compare to GECC and GEG?
Swiss Helvetia Fund's Interest Income of $1.33 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 Interest Income for an Asset Management company?
A good Interest Income depends on the Asset Management industry context. However, Interest Income 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 Interest Income mean?
A high Interest Income can signal that a stock is expensive relative to its fundamentals. Interest Income is the amount a company receives on savings accounts and certificates of deposits. View historical data on Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current Interest Income is $1.33 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?
Swiss Helvetia Fund (SWZ) has a current Interest Income of $1.33 Mil. The current Interest Income is $1.33 Mil. 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 Interest Income calculated?
Interest Income is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Interest Income is $1.33 Mil 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

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

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