SWZ Beta
0.28
+0.01+3.70%
17 January 2025
Summary:
As of January 21, 2025, the beta for SWZ stock is 0.28, with the most recent change of +0.01 (+3.70%) on January 17, 2025. This indicates that SWZ stock is less volatile than S&P 500 indexSWZ Beta Chart
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SWZ Beta Performance
| PeriodPeriod | BetaBeta | PricePrice | SPXSPX |
|---|---|---|---|
| todaytoday | +3.7% | +0.6% | +1.0% |
| 1 m1 month | +7.7% | +9.7% | -0.9% |
| 3 m3 months | -15.2% | -2.5% | +2.7% |
| 6 m6 months | -30.0% | 0.0% | +7.3% |
| ytdytd | +3.7% | +12.8% | +2.0% |
| 1 y1 year | -33.3% | +6.0% | +26.5% |
| 5 y5 years | -26.3% | -2.1% | +80.1% |
SWZ Beta High & Low
| PeriodPeriod | HighHigh | Current vs highvs high | LowLow | Current vs lowvs low | |
|---|---|---|---|---|---|
| 1 m | 1-month | 0.28 | at high | 0.24 | -14.3% |
| 3 m | 3-month | 0.33 | -15.2% | 0.24 | -14.3% |
| 6 m | 6-month | 0.40 | -30.0% | 0.24 | -14.3% |
| 1 y | 1-year | 0.49 | -42.9% | 0.24 | -14.3% |
| 3 y | 3-year | 0.59 | -52.5% | 0.24 | -14.3% |
| 5 y | 5-year | 0.80 | -65.0% | 0.24 | -14.3% |
| alltime | all time | 4.84 | -94.2% | -0.05 | -117.9% |
Swiss Helvetia Fund Stock Beta History
| Date | Value |
|---|---|
| 2025 | 0.27(0.0%) |
| 2024 | 0.27(-35.7%) |
| 2023 | 0.42(-23.6%) |
| 2022 | 0.55(+25.0%) |
| 2021 | 0.44(-38.0%) |
| 2020 | 0.71(+121.9%) |
| 2019 | 0.32(-33.3%) |
| 2018 | 0.48(+14.3%) |
| 2017 | 0.42(-45.5%) |
| 2016 | 0.77(+35.1%) |
| 2015 | 0.57(-17.4%) |
| 2014 | 0.69(+21.1%) |
| 2013 | 0.57(-25.0%) |
| 2012 | 0.76(-2.6%) |
| 2011 | 0.78(+2.6%) |
| 2010 | 0.76(-13.6%) |
| Date | Value |
|---|---|
| 2009 | 0.88(+12.8%) |
| 2008 | 0.78(-16.1%) |
| 2007 | 0.93(+45.3%) |
| 2006 | 0.64(+73.0%) |
| 2005 | 0.37(-17.8%) |
| 2004 | 0.45(+40.6%) |
| 2003 | 0.32(-27.3%) |
| 2002 | 0.44(-2.2%) |
| 2001 | 0.45(+28.6%) |
| 2000 | 0.35(-20.5%) |
| 1999 | 0.44(-38.9%) |
| 1998 | 0.72(+71.4%) |
| 1997 | 0.42(+68.0%) |
| 1996 | 0.25(-43.2%) |
| 1995 | 0.44(-46.3%) |
| 1994 | 0.82(+228.0%) |
| 1993 | 0.25 |
FAQ
- What is Swiss Helvetia Fund beta?
- What is the all time high beta for Swiss Helvetia Fund?
- What is SWZ beta year-to-date change?
- What is Swiss Helvetia Fund beta year-on-year change?
What is Swiss Helvetia Fund beta?
The current beta of SWZ is 0.28
What is the all time high beta for Swiss Helvetia Fund?
Swiss Helvetia Fund all-time high beta is 4.84
What is SWZ beta year-to-date change?
Swiss Helvetia Fund beta has changed by +0.01 (+3.70%) since the beginning of the year
What is Swiss Helvetia Fund beta year-on-year change?
Over the past year, SWZ beta has changed by -0.14 (-33.33%)