Annual ROE
14.85%
+38.43%+162.98%
December 31, 2023
Summary
- As of February 10, 2025, SWZ annual return on equity is 14.85%, with the most recent change of +38.43% (+162.98%) on December 31, 2023.
- During the last 3 years, SWZ annual ROE has risen by +2.52% (+20.44%).
- SWZ annual ROE is now at all-time high.
Performance
SWZ ROE Chart
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Highlights
High & Low
Earnings dates
ROE Formula
ROE = Net Income
Shareholders Equity ✕ 100%
Shareholders Equity ✕ 100%
SWZ ROE Trends
| PeriodPeriod | AnnualAnnual | QuarterlyQuarterly |
|---|---|---|
| 1 y1 year | +163.0% | - |
| 3 y3 years | +20.4% | - |
| 5 y5 years | +20.4% | - |
SWZ ROE 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 ROE History
| Date | Annual | Quarterly |
|---|---|---|
| Dec 2023 | 14.85%(-163.0%) | - |
| Dec 2022 | -23.58%(-266.4%) | - |
| Date | Annual | Quarterly |
|---|---|---|
| Dec 2021 | 14.17%(+14.9%) | - |
| Dec 2020 | 12.33% | - |
FAQ
- What is Swiss Helvetia Fund annual return on equity?
- What is the all time high annual ROE for Swiss Helvetia Fund?
- What is Swiss Helvetia Fund annual ROE year-on-year change?
What is Swiss Helvetia Fund annual return on equity?
The current annual ROE of SWZ is 14.85%
What is the all time high annual ROE for Swiss Helvetia Fund?
Swiss Helvetia Fund all-time high annual return on equity is 14.85%
What is Swiss Helvetia Fund annual ROE year-on-year change?
Over the past year, SWZ annual return on equity has changed by +38.43% (+162.98%)