SWZ (Swiss Helvetia Fund) ROC (Joel Greenblatt) %: % (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 ROC (Joel Greenblatt) %?

Swiss Helvetia Fund SWZ -0.17% 34 ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review. Among 630 Asset Management companies, Swiss Helvetia Fund ranks worse than 158730% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

SWZ
34GF Score
Swiss Helvetia Fund Inc SWZ
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Swiss Helvetia Fund (SWZ) has a ROC (Joel Greenblatt) % of % as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Swiss Helvetia Fund and its competitors. According to the industry distribution chart, Swiss Helvetia Fund ranks #999999 out of 630 companies in the Asset Management industry.
Is Swiss Helvetia Fund's ROC (Joel Greenblatt) % too high?
Swiss Helvetia Fund's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Swiss Helvetia Fund ranks #999999 out of 630 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 ROC (Joel Greenblatt) % compare to PNI and SAMG?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #999999 out of 630 companies for ROC (Joel Greenblatt) %. This places Swiss Helvetia Fund in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.03. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.03, based on 630 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Swiss Helvetia Fund and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.03 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Helvetia Fund's current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % of %. The current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current ROC (Joel Greenblatt) % is % 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

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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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