Logo image of SWZ

TOTAL RETURN SECURITIES FUND (SWZ) Stock Price, Forecast & Analysis

USA - NYSE:SWZ - US8708751016

6.04 USD
0 (-0.08%)
Last: 11/11/2025, 8:04:00 PM

SWZ Key Statistics, Chart & Performance

Key Statistics
Market Cap78.46M
Revenue(TTM)N/A
Net Income(TTM)N/A
Shares12.99M
Float12.97M
52 Week High9.43
52 Week Low5.84
Yearly DividendN/A
Dividend YieldN/A
EPS(TTM)N/A
PEN/A
Fwd PEN/A
Earnings (Next)N/A N/A
IPO1987-08-19
Sector
GICS SectorN/A
GICS IndustryN/A
GICS IndustryGroupN/A
GICS SubIndustryN/A


SWZ short term performance overview.The bars show the price performance of SWZ in the last week, last 2 weeks, last month, last 3 and 6 months. 1 week 2 week 1 month 3 months 6 months 0 1 -1 2 -2 -3

SWZ long term performance overview.The bars show the price performance of SWZ in the last 1, 2 and 3 years. 1 year 2 years 3 years -5 -10 -15 -20

The current stock price of SWZ is 6.04 USD. In the past month the price increased by 2.37%. In the past year, price decreased by -23.25%.

TOTAL RETURN SECURITIES FUND / SWZ Daily stock chart

SWZ Latest News, Press Relases and Analysis

3 months ago - By: Total Return Securities Fund
3 months ago - By: Total Return Securities Fund
5 months ago - By: Total Return Securities Fund
7 months ago - By: Total Return Securities Fund

TOTAL RETURN SECURITIES FUND / SWZ FAQ

What does SWZ do?

Total Return Securities Fund is a US-based company operating in industry. The company is headquartered in Milwaukee, Wisconsin. Total Return Securities Fund, formerly The Swiss Helvetia Fund, is a non-diversified, closed-end management investment company focused on achieving long-term total returns. The Fund primarily invests in the United States securities and other assets that its investment adviser considers undervalued at the time of acquisition. These investments are selected based on their potential for growth and/or the expectation that the market discount from their intrinsic value reduces over time. The Fund also invests in various industries, including banking, financial services, food & beverage, healthcare, real estate management & development, retail, and oil, gas & consumable fuels industries. Bulldog Investors, LLP serves as the Fund’s investment adviser.


What is the current price of SWZ stock?

The current stock price of SWZ is 6.04 USD. The price decreased by -0.08% in the last trading session.


How is the ChartMill rating for TOTAL RETURN SECURITIES FUND?

SWZ has a ChartMill Technical rating of 3 out of 10.You can find more details on the Technical Analysis and Fundamental Analysis tabs.


Should I buy SWZ stock?

This depends on your investment goals. Check the Technical and Fundamental Analysis tabs for insights on SWZ.


SWZ Technical Analysis

ChartMill assigns a technical rating of 3 / 10 to SWZ. When comparing the yearly performance of all stocks, SWZ is a bad performer in the overall market: 80.87% of all stocks are doing better.


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