Annual Retained Earnings
$38.63 M
+$13.04 M+50.95%
December 31, 2023
Summary
- As of March 12, 2025, SWZ annual retained earnings is $38.63 million, with the most recent change of +$13.04 million (+50.95%) on December 31, 2023.
- During the last 3 years, SWZ annual retained earnings has risen by +$2.20 million (+6.04%).
- SWZ annual retained earnings is now -30.98% below its all-time high of $55.96 million, reached on December 31, 2021.
Performance
SWZ Retained Earnings Chart
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Quarterly Retained Earnings
$38.63 M
+$1.46 M+3.92%
December 31, 2023
Summary
- As of March 12, 2025, SWZ quarterly retained earnings is $38.63 million, with the most recent change of +$1.46 million (+3.92%) on December 31, 2023.
- Over the past year, SWZ quarterly retained earnings has increased by +$1.46 million (+3.92%).
- SWZ quarterly retained earnings is now -30.98% below its all-time high of $55.96 million, reached on December 31, 2021.
Performance
SWZ Quarterly Retained Earnings Chart
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Retained Earnings Formula
Retained Earnings = Retained Earnings (start of the period) + Net Income − Dividends Paid
SWZ Retained Earnings Trends
| PeriodPeriod | AnnualAnnual | QuarterlyQuarterly |
|---|---|---|
| 1 y1 year | +51.0% | +3.9% |
| 3 y3 years | +6.0% | +3.9% |
| 5 y5 years | +6.0% | +3.9% |
SWZ Retained Earnings Highs & Lows
| PeriodPeriod | Annual vs highAnnual vs high | Annual vs lowAnnual vs low | Quarter. vs highQuarter. vs high | Quarter. vs lowQuarter. vs low | |
|---|---|---|---|---|---|
| 3 y | 3-year | -31.0% | +51.0% | -31.0% | +106.3% |
| 5 y | 5-year | -31.0% | +51.0% | -31.0% | +106.3% |
| alltime | all time | -31.0% | +51.0% | -31.0% | +106.3% |
Swiss Helvetia Fund Retained Earnings History
| Date | Annual | Quarterly |
|---|---|---|
| Dec 2023 | $38.63 M(+50.9%) | $38.63 M(+3.9%) |
| Jun 2023 | - | $37.17 M(+45.3%) |
| Dec 2022 | $25.59 M | $25.59 M(+36.6%) |
| Date | Annual | Quarterly |
|---|---|---|
| Jun 2022 | - | $18.73 M(-66.5%) |
| Dec 2021 | $55.96 M(+53.6%) | $55.96 M |
| Dec 2020 | $36.42 M | - |
FAQ
- What is Swiss Helvetia Fund annual retained earnings?
- What is the all time high annual retained earnings for Swiss Helvetia Fund?
- What is Swiss Helvetia Fund annual retained earnings year-on-year change?
- What is Swiss Helvetia Fund quarterly retained earnings?
- What is the all time high quarterly retained earnings for Swiss Helvetia Fund?
- What is Swiss Helvetia Fund quarterly retained earnings year-on-year change?
What is Swiss Helvetia Fund annual retained earnings?
The current annual retained earnings of SWZ is $38.63 M
What is the all time high annual retained earnings for Swiss Helvetia Fund?
Swiss Helvetia Fund all-time high annual retained earnings is $55.96 M
What is Swiss Helvetia Fund annual retained earnings year-on-year change?
Over the past year, SWZ annual retained earnings has changed by +$13.04 M (+50.95%)
What is Swiss Helvetia Fund quarterly retained earnings?
The current quarterly retained earnings of SWZ is $38.63 M
What is the all time high quarterly retained earnings for Swiss Helvetia Fund?
Swiss Helvetia Fund all-time high quarterly retained earnings is $55.96 M
What is Swiss Helvetia Fund quarterly retained earnings year-on-year change?
Over the past year, SWZ quarterly retained earnings has changed by +$1.46 M (+3.92%)