SWZ (Swiss Helvetia Fund) 3-Year Share Buyback Ratio: -8.80% (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 3-Year Share Buyback Ratio?

Swiss Helvetia Fund SWZ +0.17% 34 3-Year Share Buyback Ratio is -8.80 as of Dec. 2025. GuruFocus rates SWZ with a GF Score™ of 34/100. The stock has 2 warning signs investors should review. Among 1,139 Asset Management companies, Swiss Helvetia Fund ranks worse than 74.8% on this metric.

Shares Outstanding (EOP) are shares that have been authorized, issued, and purchased by investors and are held by them.

3-Year Share Buyback Ratio measures the average annual proportion of a company's outstanding shares repurchased over the past three years. It is calculated as the annualized percentage change in shares outstanding from three years ago to the current year. A positive ratio may indicate share buybacks over the period, while a zero or negative ratio may reflect no repurchases or potential share issuance. Swiss Helvetia Fund's current 3-Year Share Buyback Ratio was -8.80%.

The historical rank and industry rank for Swiss Helvetia Fund's 3-Year Share Buyback Ratio or its related term are showing as below:

SWZ' s 3-Year Share Buyback Ratio Range Over the Past 10 Years
Min: -8.8   Med: 0.4   Max: 19.5
Current: -8.8

During the past 9 years, Swiss Helvetia Fund's highest 3-Year Share Buyback Ratio was 19.50%. The lowest was -8.80%. And the median was 0.40%.

SWZ's 3-Year Share Buyback Ratio is ranked worse than
74.8% of 1139 companies
in the Asset Management industry
Industry Median: -0.8 vs SWZ: -8.80

Swiss Helvetia Fund (NYSE:SWZ) 3-Year Share Buyback Ratio Explanation

A negative number means the company might be issuing new shares. A positive number indicates that the company is buying back shares.

Be Aware

Investors usually like share buybacks. But as pointed by Warren Buffett, only if a company buys back shares at the prices below the stock's intrinsic value, it rewards remaining shareholders. If a company buys its overvalued stocks back, it destroys shareholder value.

Swiss Helvetia Fund 3-Year Share Buyback Ratio Related Terms

SWZ vs GECC, GEG, OCCI: 3-Year Share Buyback Ratio Comparison

For the Asset Management subindustry, Swiss Helvetia Fund's 3-Year Share Buyback Ratio, along with its competitors' market caps and 3-Year Share Buyback Ratio 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 3-Year Share Buyback Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's 3-Year Share Buyback Ratio distribution charts can be found below:

* The bar in red indicates where Swiss Helvetia Fund's 3-Year Share Buyback Ratio falls into.


SWZ
34GF Score
Swiss Helvetia Fund Inc SWZ
3-Year Share Buyback Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Helvetia Fund 3-Year Share Buyback Ratio Calculation

This is the annualized percentage change in shares outstanding from three years ago to the current year. The annualized percentage change is calculated with expontential compound based on the latest four years of annual data on Shares Outstanding (EOP).

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average dividends per share growth rate.

What does a 3-Year Share Buyback Ratio of -8.80 mean?
Swiss Helvetia Fund (SWZ) has a 3-Year Share Buyback Ratio of -8.80 as of Dec. 2025. The 3-Year Share Buyback Ratio measures the average annual proportion of a company's outstanding shares repurchased over the past three years. It is calculated as the annualized percentage change in shares outstanding from three years ago to the current year. View historical data for Swiss Helvetia Fund and its competitors. According to the industry distribution chart, Swiss Helvetia Fund ranks #852 out of 1139 companies in the Asset Management industry, placing it in the top 74.8%.
Is Swiss Helvetia Fund's 3-Year Share Buyback Ratio too high?
Swiss Helvetia Fund's current 3-Year Share Buyback Ratio is -8.80. Based on the distribution chart, Swiss Helvetia Fund ranks #852 out of 1139 companies in the Asset Management industry, which is below the industry midpoint. 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 3-Year Share Buyback Ratio compare to GECC and GEG?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #852 out of 1139 companies for 3-Year Share Buyback Ratio. This places Swiss Helvetia Fund in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Share Buyback Ratio for an Asset Management company?
A good 3-Year Share Buyback Ratio depends on the Asset Management industry context. However, 3-Year Share Buyback Ratio 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 3-Year Share Buyback Ratio mean?
A high 3-Year Share Buyback Ratio can signal that a stock is expensive relative to its fundamentals. The 3-Year Share Buyback Ratio measures the average annual proportion of a company's outstanding shares repurchased over the past three years. It is calculated as the annualized percentage change in shares outstanding from three years ago to the current year. View historical data for Swiss Helvetia Fund and its competitors. Swiss Helvetia Fund's current 3-Year Share Buyback Ratio is -8.80. 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 3-Year Share Buyback Ratio of -8.80. The current 3-Year Share Buyback Ratio is -8.80. 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 3-Year Share Buyback Ratio calculated?
3-Year Share Buyback Ratio is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current 3-Year Share Buyback Ratio is -8.80 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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3-Year Share Buyback Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$5.94
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