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SWZ
ETF ticker: NYSE
AS OF
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Net Assets
122.37M

SWZ Swiss Helvetia Fund Forecast, Technical & Fundamental Analysis

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A.I.Advisor
a Summary for SWZ with price predictions
08:00 PM EDT Sep 19, 2023

SWZ in -1.47% downward trend, declining for three consecutive days on September 19, 2023

Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where SWZ declined for three days, in of 267 cases, the price declined further within the following month. The odds of a continued downward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on September 05, 2023. You may want to consider selling the stock, shorting the stock, or exploring put options on SWZ as a result. In of 76 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .

The 10-day moving average for SWZ crossed bearishly below the 50-day moving average on August 18, 2023. This indicates that the trend has shifted lower and could be considered a sell signal. In of 13 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .

The Aroon Indicator for SWZ entered a downward trend on September 20, 2023. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Bullish Trend Analysis

The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where SWZ's RSI Indicator exited the oversold zone, of 32 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .

The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.

The Moving Average Convergence Divergence (MACD) for SWZ just turned positive on September 15, 2023. Looking at past instances where SWZ's MACD turned positive, the stock continued to rise in of 40 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 312 cases, the price rose further within the following month. The odds of a continued upward trend are .

SWZ may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

Fundamental Analysis (Ratings)

Fear & Greed
A.I.Advisor
published Highlights

Industry description

Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The group invests in various sectors such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, and retail.

Volume

The average weekly volume growth across all stocks in the Swiss Helvetia Fund ETF was 32%. For the same stocks of the ETF, the average monthly volume growth was -27% and the average quarterly volume growth was -44%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 42
Price Growth Rating: 56
SMR Rating: 65
Profit Risk Rating: 44
Seasonality Score: -33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

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Address
1270 Avenue Of The AmericasSuite 400New York
Phone
2128677660
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SWZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, SWZ has been loosely correlated with EWU. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if SWZ jumps, then EWU could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWZ
1D Price
Change %
SWZ100%
-0.26%
EWU - SWZ
65%
Loosely correlated
-1.11%
BBCA - SWZ
63%
Loosely correlated
-2.23%
EWC - SWZ
63%
Loosely correlated
-2.16%
EWA - SWZ
62%
Loosely correlated
-3.17%
EWY - SWZ
45%
Loosely correlated
-2.64%