SWZ (Swiss Helvetia Fund) Tax Rate %: 0.00% (As of Dec. 2025)


SWZ Swiss Helvetia Fund Inc SWZ
37 GF Score
Price $5.90
! 2 Warning Signs
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What is Swiss Helvetia Fund Tax Rate %?

Swiss Helvetia Fund SWZ -0.67% 37 Tax Rate % is 0.00% as of Dec. 2025. GuruFocus rates SWZ with a GF Score™ of 37/100. The stock has 2 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Swiss Helvetia Fund's Tax Expense for the six months ended in Dec. 2025 was $0.00 Mil. Swiss Helvetia Fund's Pre-Tax Income for the six months ended in Dec. 2025 was $0.62 Mil. Therefore, Swiss Helvetia Fund's Tax Rate % for the quarter that ended in Dec. 2025 was 0.00%.

Swiss Helvetia Fund Tax Rate % Related Terms

Swiss Helvetia Fund Tax Rate % Historical Data

* Premium members only.

The historical data trend for Swiss Helvetia Fund's Tax Rate % 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 Tax Rate % Chart

Swiss Helvetia Fund Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only 0.00 0.00 0.00 0.00 0.00

Swiss Helvetia Fund Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Tax Rate % 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 0.00 0.00 0.00 0.00
SWZ
37GF Score
Swiss Helvetia Fund Inc SWZ
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Helvetia Fund Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Swiss Helvetia Fund's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=0/17.91
=0.00 %

Swiss Helvetia Fund's Tax Rate % for the quarter that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (Q: Dec. 2025 )/Pre-Tax Income (Q: Dec. 2025 )
=0/0.618
=0.00 %

* 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 Tax Rate % →
What does a Tax Rate % of 0.00% mean?
Swiss Helvetia Fund (SWZ) has a Tax Rate % of 0.00% as of Dec. 2025.
Is Swiss Helvetia Fund's Tax Rate % too high?
Swiss Helvetia Fund's current Tax Rate % is 0.00%. 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 Tax Rate % compare to PNI and GLV?
Swiss Helvetia Fund's Tax Rate % of 0.00% 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 Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % 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 Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Swiss Helvetia Fund's current Tax Rate % is 0.00%. 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 Tax Rate % of 0.00%. The current Tax Rate % is 0.00%. 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 Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Tax Rate % is 0.00% 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.
37GF Score

Get the complete analysis for SWZ

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

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