SWZ (Swiss Helvetia Fund) 6-Month Price Index: 0.94 (As of Jul. 20, 2026)

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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 6-Month Price Index?

Swiss Helvetia Fund SWZ +0.13% 34 6-Month Price Index is 0.94 as of Jul. 20, 2026. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review.

6-Month Price Index is an intermediate-term momentum that shows the price change relative to 6-month ago. It’s calculated by current share price divided by share price 6-months ago. As of today (2026-07-20), Swiss Helvetia Fund's 6-Month Price Index is 0.94.

Swiss Helvetia Fund  (NYSE:SWZ) 6-Month Price Index Explanation

Price Index (PI) also called momentum. Strategies involving Price Index are also known as momentum strategies as they allow investors to profit from a company’s stock price. 6-Month Price Index is an intermediate-term momentum that shows the price change relative to 6-month ago.

The investment strategy for momentum investors is to buy winners and sell losers. That is, buy stocks that performed well and sell stocks that performed poorly in the past.

Swiss Helvetia Fund 6-Month Price Index Related Terms

SWZ vs GECC, GEG, OCCI: 6-Month Price Index Comparison

For the Asset Management subindustry, Swiss Helvetia Fund's 6-Month Price Index, along with its competitors' market caps and 6-Month Price Index 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.

SWZ
34GF Score
Swiss Helvetia Fund Inc SWZ
6-Month Price Index is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Helvetia Fund  (NYSE:SWZ) 6-Month Price Index Calculation

6-Month Price Index is calculated as following:

6-Month Price Index=Current Share Price / Share Price 6-Months Ago

* 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 6-Month Price Index →
What does a 6-Month Price Index of 0.94 mean?
Swiss Helvetia Fund (SWZ) has a 6-Month Price Index of 0.94 as of Jul. 20, 2026. 6-Month Price Index is an intermediate-term momentum that shows the price change relative to 6-month ago. View historical data on Swiss Helvetia Fund and its competitors.
Is Swiss Helvetia Fund's 6-Month Price Index too high?
Swiss Helvetia Fund's current 6-Month Price Index is 0.94. 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 6-Month Price Index compare to GECC and GEG?
Swiss Helvetia Fund's 6-Month Price Index of 0.94 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 6-Month Price Index for an Asset Management company?
A good 6-Month Price Index depends on the Asset Management industry context. However, 6-Month Price Index 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 6-Month Price Index mean?
A high 6-Month Price Index can signal that a stock is expensive relative to its fundamentals. 6-Month Price Index is an intermediate-term momentum that shows the price change relative to 6-month ago. View historical data on Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current 6-Month Price Index is 0.94. 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 6-Month Price Index of 0.94. The current 6-Month Price Index is 0.94. 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 6-Month Price Index calculated?
6-Month Price Index is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current 6-Month Price Index is 0.94 as of Jul. 20, 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.
34GF Score

Get the complete analysis for SWZ

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

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