Beta
0.24
-0.01-4.00%
05 December 2024
Summary:
Beta for Swiss Helvetia Fund stock is 0.24, with the most recent change of -0.01 (-4.00%) on 05 December 2024. According to this value, SWZ stock is less volatile than S&P 500 indexSWZ Beta Chart
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SWZ Beta Performance
| PeriodPeriod | BetaBeta | PricePrice | SPXSPX |
|---|---|---|---|
| todaytoday | -4.0% | -0.1% | -0.2% |
| 1 m1 month | -7.7% | -1.7% | +2.5% |
| 3 m3 months | -29.4% | -8.6% | +12.3% |
| 6 m6 months | -48.9% | -4.5% | +13.5% |
| ytdytd | -42.9% | -1.3% | +27.4% |
| 1 y1 year | -45.5% | +1.3% | +33.5% |
| 5 y5 years | -27.3% | -3.3% | +93.1% |
SWZ Beta High & Low
| PeriodPeriod | HighHigh | Current vs highvs high | LowLow | Current vs lowvs low | |
|---|---|---|---|---|---|
| 1 m | 1 month | 0.30 | -20.0% | 0.24 | at low |
| 3 m | 3 months | 0.36 | -33.3% | 0.24 | at low |
| 6 m | 6 months | 0.47 | -48.9% | 0.24 | at low |
| 1 y | 1 year | 0.49 | -51.0% | 0.24 | at low |
| 3 y | 3 years | 0.59 | -59.3% | 0.24 | at low |
| 5 y | 5 years | 0.80 | -70.0% | 0.24 | at low |
| alltime | all time | 4.84 | -95.0% | -0.05 | -120.8% |
Swiss Helvetia Fund Stock Beta History
| Date | Value |
|---|---|
| 2024 | 0.24(-42.9%) |
| 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%) |
| 2009 | 0.88(+12.8%) |
| Date | Value |
|---|---|
| 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 0.24
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 -0.18 (-42.86%) 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 -0.20 (-45.45%)