stoxline Quote Chart Rank Option Currency Glossary
  
Total Return Securities Fund (SWZ)
5.82  -0.005 (-0.09%)    10-30 15:44
Open: 5.84
High: 5.84
Volume: 5,907
  
Pre. Close: 5.825
Low: 5.82
Market Cap: 76(M)
Technical analysis
2026-10-30 4:39:17 PM
Short term     
Mid term     
Targets 6-month :  6.85 1-year :  8
Resists First :  5.86 Second :  6.85
Pivot price 5.79
Supports First :  5.75 Second :  5.67
MAs MA(5) :  5.82 MA(20) :  5.79
MA(100) :  5.89 MA(250) :  5.98
MACD MACD :  -0.1 Signal :  -0.1
%K %D K(14,3) :  70.9 D(3) :  74.1
RSI RSI(14): 51.1
52-week High :  6.3 Low :  5.67
Price, MAs and Bollinger Bands

Price has closed below its short-term moving average. Short-term moving average is currently below mid-term; and below long-term moving average. From the relationship between price and moving averages: This stock is BEARISH in short-term; and BEARISH in mid-long term.
[ SWZ ] has closed below upper band by 33.1%. Bollinger Bands are 5.9% wider than normal. The current width of the bands does not suggest anything about the future direction or movement of prices.

Stock Price Prediction
If tomorrow: Open lower Open higher
High: 5.85 - 5.88 5.88 - 5.91
Low: 5.74 - 5.78 5.78 - 5.81
Close: 5.76 - 5.82 5.82 - 5.87
Company Description

Total Return Securities Fund (formerly The Swiss Helvetia Fund) is a non-diversified, closed-end management investment company that, following a February 2025 shareholder vote, replaced its prior mandate of investing in Swiss equities with a broader objective of long-term total return. Now advised by Bulldog Investors, LLP, the fund primarily purchases U.S. securities or other assets viewed as undervalued at purchase, pursuing a three-pronged approach of long-term undervalued equities, shareholder activism to unlock value, and event-driven or arbitrage opportunities, including closed-end fund discount plays.

Headline News

Fri, 23 Oct 2026
Total Return Securities Fund Estimates – NYSE:SWZ - TradingView

Tue, 13 Oct 2026
Total return securities fund secretary buys $28,637 in shares - Investing.com

Tue, 22 Sep 2026
Total (SWZ) at $5.91: Patience or Opportunity? 2026-09-22 - Hedge Fund Exposure - dars.gov.et

Tue, 07 Jul 2026
Total return securities fund CEO Andrew Dakos buys $29,601 in stock - Investing.com

Thu, 24 Apr 2025
Total Return Securities Fund (SWZ) Stock Price, News & Analysis - Stock Titan

Tue, 25 Feb 2025
SWZ: Will Be Converting To A 'Hedge Fund' Style CEF (NYSE:SWZ) - Seeking Alpha

Financial Analysis
Price to Book Value:
P/BV, a ratio used to compare book value to its current market price, to gauge whether a stock is valued properly.
Outperform
Price to Earnings:
PE, the ratio for valuing a company that measures its current share price relative to its earnings per share (EPS).
Neutral
Discounted cash flow:
DCF, a valuation method used to estimate the value of an investment based on its expected future cash flows.
Neutral
Return on Assets:
ROA, indicates how profitable a company is in relation to its total assets, how efficiently uses assets to generate a profit.
Outperform
Return on Equity:
ROE, a measure of financial performance calculated by dividing net income by equity. a gauge of profitability and efficiency.
Underperform
Debt to Equity:
evaluate financial leverage, reflects the ability of equity to cover outstanding debts in the event of a business downturn.
Underperform
Stock Basics & Statistics
Exchange:
NYSE
Sector:
Financial Services
Industry:
Asset Management
Shares Out 0 (M)
Shares Float 0 (M)
Held by Insiders 0 (%)
Held by Institutions 0 (%)
Shares Short 0 (K)
Shares Short P.Month 0 (K)
Stock Financials
EPS 0
EPS Est Next Qtrly 0
EPS Est This Year 0
EPS Est Next Year 0
Book Value (p.s.) 0
Profit Margin 0 %
Operating Margin 0 %
Return on Assets (ttm) 0 %
Return on Equity (ttm) 0 %
Qtrly Rev. Growth 0 %
Gross Profit (p.s.) 0
Sales Per Share 0
EBITDA (p.s.) 0
Qtrly Earnings Growth 0 %
Operating Cash Flow 0 (M)
Levered Free Cash Flow 0 (M)
Stock Valuations
PE Ratio 0
PEG Ratio 0
Price to Book value 0
Price to Sales 0
Price to Cash Flow 0
Stock Dividends
Dividend 0
Forward Dividend 0
Dividend Yield 0%
Dividend Pay Date Invalid DateTime.
Ex-Dividend Date Invalid DateTime.

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