NYSE:SWZ

Swiss Helvetia Fund (the) Stock Forecast

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$5.93
-0.0300 (-0.503%)
At Close: Jun 12, 2026
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Swiss Helvetia Fund Inc (The) stock downgraded to Sell Candidate
(Updated on Jun 12, 2026)

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Sell candidate since Jun 12, 2026

The Swiss Helvetia Fund Inc (The) stock price fell by -0.503% on the last day (Friday, 12th Jun 2026) from $5.96 to $5.93. During the last trading day the stock fluctuated 0.655% from a day low at $5.92 to a day high of $5.96. The price has fallen in 7 of the last 10 days and is down by -1.17% for this period. Volume has increased on the last day by 23 thousand shares but on falling prices. This may be an early warning and the risk will be increased slightly over the next couple of days. In total, 107 thousand shares were bought and sold for approximately $634.42 thousand.

The stock is moving within a narrow and horizontal trend and further movements within this trend can be expected. Given the current horizontal trend, you can expect Swiss Helvetia Fund Inc (The) stock with a 90% probability to be traded between $5.82 and $6.05 at the end of this 3-month period. A break of a horizontal trend is often followed by a large increase in the volume, and stocks seldom manage to go directly from the bottom of a trend up to the top. Stocks turning up in the middle of a horizontal trend are therefore considered to be potential runners.

SWZ Signals & Forecast

There are mixed signals in the stock today. The Swiss Helvetia Fund Inc (The) stock holds a buy signal from the short-term Moving Average; at the same time, however, the long-term average holds a general sell signal. Since the longterm average is above the short-term average there is a general sell signal in the stock giving a more negative forecast for the stock. On further gains, the stock will meet resistance from the long-term Moving Average at $5.99. On a fall, the stock will find some support from the short-term average at $5.91. A break-up through the long-term average will give another buy signal, while a fall below the short-term average will add another sell signal and strengthen the general signal. A sell signal was issued from a pivot top point on Thursday, June 11, 2026, and so far it has fallen -0.503%. Further fall is indicated until a new bottom pivot has been found. Swiss Helvetia Fund Inc (The) gained volume on the last day, but on falling prices. In technical terms, this is called divergence and may be an early warning. In some cases, increasing volume on falling prices may be considered positive, but that is mainly in typical "sell-offs". Furthermore, there is a buy signal from the 3 month Moving Average Convergence Divergence (MACD).

Sell
Special Signal Notification

Double Top Formation

Double Top Formation A sell signal from a double top formation was found on Friday, May 08, 2026 with a target of $5.94. Despite whether the objective of the signal formation has been reached the stock may continue to fall.

Support, Risk & Stop-loss for Swiss Helvetia Fund Inc (The) stock

Swiss Helvetia Fund Inc (The) finds support from accumulated volume at $5.91 and this level may hold a buying opportunity as an upwards reaction can be expected when the support is being tested.

In general the stock tends to have very controlled movements and with good liquidity the risk is considered very low in this stock. During the last day, the stock moved $0.0388 between high and low, or 0.655%. For the last week the stock has had daily average volatility of 0.658%.

Our recommended stop-loss: We hold a negative evaluation for this stock. No stop-loss is set.

Trading Expectations (SWZ) For The Upcoming Trading Day Of Monday 15th

For the upcoming trading day on Monday, 15th we expect Swiss Helvetia Fund Inc (The) to open at $5.94, and during the day (based on 14 day Average True Range), to move between $5.91 and $5.95, which gives a possible trading interval of +/-$0.0466 (+/-0.79%) up or down from last closing price. If Swiss Helvetia Fund Inc (The) takes out the full calculated possible swing range there will be an estimated 0.79% move between the lowest and the highest trading price during the day.

Since the stock is closer to the resistance from accumulated volume at $5.94 (0.17%) than the support at $5.91 (0.34%), our systems don't find the trading risk/reward intra-day attractive and any bets should be held until the stock is closer to the support level.

Is Swiss Helvetia Fund Inc (The) stock A Buy?

Swiss Helvetia Fund Inc (The) holds several negative signals and we believe that it will still perform weakly in the next couple of days or weeks. We, therefore, hold a negative evaluation of this stock. Due to some small weaknesses in the technical picture we have downgraded our analysis conclusion for this stock since the last evaluation from a Hold to a Sell candidate.

Current score: -2.545 Sell Candidate Downgraded

Predicted Fair Opening Price

Predicted fair opening price on June 15, 2026 - $5.94 ( 0.106%).

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SWZ Performance

Trading levels for SWZ

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Fibonacci Support & Resistance Levels

Level Price
R3 5.98 0.760%
R2 5.96 0.510%
R1 5.95 0.356%
Price 5.93
S1 5.92 -0.144%
S2 5.91 -0.299%
S3 5.90 -0.549%

Accumulated Volume Support & Resistance Levels

Level Price
R3 6.06 2.19%
R2 5.96 0.506%
R1 5.94 0.169%
Price 5.93
S1 5.91 -0.337%
S2 5.89 -0.675%
S3 5.86 -1.18%

SWZ Dividend Payout History


# Declaration Date Ex-Date Pay Date Amount Yield
1 Mar 24, 2025 Apr 15, 2025 Apr 15, 2025 $3.00 46.88%
2 Mar 07, 2025 Mar 18, 2025 Mar 31, 2025 $0.146 1.58%
3 Dec 06, 2024 Dec 17, 2024 Dec 31, 2024 $0.146 1.95%
4 Sep 06, 2024 Sep 19, 2024 Sep 30, 2024 $0.129 1.44%
5 Jun 07, 2024 Jun 18, 2024 Jun 28, 2024 $0.129 1.60%

FAQ

What is the symbol for Swiss Helvetia Fund Inc (The) Stock and on which exchange is it traded?
The symbol for Swiss Helvetia Fund Inc (The) is SWZ and it is traded on the NYSE (New York Stock Exchange).

Should I buy or sell Swiss Helvetia Fund Inc (The) Stock?
Swiss Helvetia Fund Inc (The) holds several negative signals and we believe that it will still perform weakly in the next couple of days or weeks. We, therefore, hold a negative evaluation of this stock. Due to some small weaknesses in the technical picture we have downgraded our analysis conclusion for this stock since the last evaluation from a Hold to a Sell candidate.

How to buy Swiss Helvetia Fund Inc (The) Stock?
Swiss Helvetia Fund Inc (The) Stock can be purchased through just about any brokerage firm, including online brokerage services.
Click here for our free guide on how to buy Swiss Helvetia Fund Inc (The) Stock.

What's the current price of Swiss Helvetia Fund Inc (The) Stock?
As of the end of day on the Jun 12, 2026, the price of an Swiss Helvetia Fund Inc (The) (SWZ) share was $5.93.

What is the 52-week high and low for Swiss Helvetia Fund Inc (The) Stock?
The 52-week high for Swiss Helvetia Fund Inc (The) Stock is $6.43 and the 52-week low is $5.84.

What is the market capitalization of Swiss Helvetia Fund Inc (The) Stock?
As of the Jun 12, 2026, the market capitalization of Swiss Helvetia Fund Inc (The) is 76.935M.
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ABOUT SWISS HELVETIA FUND INC (THE)
Swiss Helvetia Fund (The)
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing...
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