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SWZ
ETF ticker: NYSE
AS OF
Dec 1 closing price
Price
$6.05
Change
+$0.02 (+0.33%)
Net Assets
92.69M

SWZ Total Return Securities Inc Forecast, Technical & Fundamental Analysis

Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company... Show more

SWZ
Daily Signal:
Gain/Loss:
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A.I.Advisor
a Summary for SWZ with price predictions
Dec 01, 2025

SWZ in upward trend: price rose above 50-day moving average on November 26, 2025

SWZ moved above its 50-day moving average on November 26, 2025 date and that indicates a change from a downward trend to an upward trend. In of 29 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on December 01, 2025. You may want to consider a long position or call options on SWZ as a result. In of 80 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

The Moving Average Convergence Divergence (MACD) for SWZ just turned positive on November 26, 2025. Looking at past instances where SWZ's MACD turned positive, the stock continued to rise in of 49 cases over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where SWZ advanced for three days, in of 297 cases, the price rose further within the following month. The odds of a continued upward trend are .

Bearish Trend Analysis

The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where SWZ declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

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SWZ
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published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Miscellaneous Region
Address
1270 Avenue Of The AmericasSuite 400New York
Phone
2128677660
Web
N/A
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SWZ and ETFs

Correlation & Price change

A.I.dvisor indicates that over the last year, SWZ has been loosely correlated with EWA. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if SWZ jumps, then EWA could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWZ
1D Price
Change %
SWZ100%
+0.33%
EWA - SWZ
54%
Loosely correlated
-0.46%
EWG - SWZ
13%
Poorly correlated
-0.98%
BBCA - SWZ
13%
Poorly correlated
-0.75%
EWC - SWZ
12%
Poorly correlated
-0.99%
EWY - SWZ
12%
Poorly correlated
-0.28%
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