Annual ROA
14.81%
+38.33%+162.97%
December 31, 2023
Summary
- As of March 12, 2025, SWZ annual return on assets is 14.81%, with the most recent change of +38.33% (+162.97%) on December 31, 2023.
- During the last 3 years, SWZ annual ROA has risen by +2.53% (+20.60%).
- SWZ annual ROA is now at all-time high.
Performance
SWZ ROA Chart
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Highlights
High & Low
Earnings dates
ROA Formula
ROA = Net Income
Total Assets ✕ 100%
Total Assets ✕ 100%
SWZ ROA Trends
| PeriodPeriod | AnnualAnnual | QuarterlyQuarterly |
|---|---|---|
| 1 y1 year | +163.0% | - |
| 3 y3 years | +20.6% | - |
| 5 y5 years | +20.6% | - |
SWZ ROA 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 | at high | +163.0% | ||
| 5 y | 5-year | at high | +163.0% | ||
| alltime | all time | at high | +163.0% |
Swiss Helvetia Fund ROA History
| Date | Annual | Quarterly |
|---|---|---|
| Dec 2023 | 14.81%(-163.0%) | - |
| Dec 2022 | -23.52%(-266.3%) | - |
| Date | Annual | Quarterly |
|---|---|---|
| Dec 2021 | 14.14%(+15.1%) | - |
| Dec 2020 | 12.28% | - |
FAQ
- What is Swiss Helvetia Fund annual return on assets?
- What is the all time high annual ROA for Swiss Helvetia Fund?
- What is Swiss Helvetia Fund annual ROA year-on-year change?
What is Swiss Helvetia Fund annual return on assets?
The current annual ROA of SWZ is 14.81%
What is the all time high annual ROA for Swiss Helvetia Fund?
Swiss Helvetia Fund all-time high annual return on assets is 14.81%
What is Swiss Helvetia Fund annual ROA year-on-year change?
Over the past year, SWZ annual return on assets has changed by +38.33% (+162.97%)