SWZ (Swiss Helvetia Fund) Momentum Rank: 5 (As of Jul. 22, 2026) — 29% Below Median

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SWZ Swiss Helvetia Fund Inc SWZ
34 GF Score
Price $5.91
! 2 Warning Signs
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What is Swiss Helvetia Fund Momentum Rank?

Swiss Helvetia Fund SWZ 34 Momentum Rank is 5 as of Jul. 22, 2026, which is 29% below its 10-year median of 7.00. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review.

Swiss Helvetia Fund has the Momentum Rank of 5.

Momentum Rank measures the strength and persistence of a stock's price movement over time, rated on a scale of 1 to 10.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

A higher score reflects strong price momentum and indicates greater potential for superior performance. Conversely, a lower score indicates that momentum is either too high or too low, and stocks tend to underperform.

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

Swiss Helvetia Fund Momentum Rank Related Terms

SWZ vs GECC, GEG, OCCI: Momentum Rank Comparison

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

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

* The bar in red indicates where Swiss Helvetia Fund's Momentum Rank falls into.


SWZ
34GF Score
Swiss Helvetia Fund Inc SWZ
Momentum Rank is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Momentum Rank →
What does a Momentum Rank of 5 mean?
Swiss Helvetia Fund (SWZ) has a Momentum Rank of 5 as of Jul. 22, 2026. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on Swiss Helvetia Fund and its competitors. This is 29% below median its historical median of 7.00. Over the past decade, Swiss Helvetia Fund's Momentum Rank has ranged from 1.00 to 10.00.
Is Swiss Helvetia Fund's Momentum Rank too high?
Swiss Helvetia Fund's current Momentum Rank of 5 is 29% below median its 10-year median of 7.00. Over the past 10 years, this metric has ranged from a low of 1.00 to a high of 10.00. 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 Momentum Rank compare to GECC and GEG?
Swiss Helvetia Fund's Momentum Rank of 5 can be compared against companies in the Asset Management industry. Historically, Swiss Helvetia Fund's own Momentum Rank has ranged from 1.00 to 10.00 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 Momentum Rank for an Asset Management company?
A good Momentum Rank depends on the Asset Management industry context. However, Momentum Rank 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 Momentum Rank mean?
A high Momentum Rank can signal that a stock is expensive relative to its fundamentals. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current Momentum Rank is 5, which is 29% below median its own 10-year median of 7.00. 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 Momentum Rank of 5. The current Momentum Rank is 5, which is 29% below median its 10-year median of 7.00. 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 Momentum Rank calculated?
Momentum Rank is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Momentum Rank is 5 as of Jul. 22, 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

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

$5.91
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