GCV vs SWZ
Comparison between Gabelli Convertible and Income Securities Fund Inc (GCV, ETF) and Swiss Helvetia Fund Inc (SWZ, ETF).
5-Year PerformanceGCV has outperformed SWZ, delivering a return of +4.9% compared to +3.2%
GCV vs SWZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GCV vs SWZ - Historical Returns
Returns include dividend reinvestment.
GCV vs SWZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | GCV | SWZ |
|---|---|---|
| 2026 | +16.25% | -5.14% |
| 2025 | +23.46% | +22.64% |
| 2024 | +22.25% | -2.49% |
| 2023 | -16.15% | +15.03% |
| 2022 | -23.03% | -18.76% |
| 2021 | +22.16% | +15.92% |
| 2020 | +17.13% | +13.78% |
| 2019 | +44.71% | +24.36% |
| 2018 | -18.95% | -13.32% |
| 2017 | +36.96% | +26.16% |
| 2016 | +10.05% | +2.44% |
| 2015 | -12.38% | +0.94% |
| 2014 | +7.16% | -1.60% |
| 2013 | +23.64% | +33.00% |
| 2012 | +10.99% | +10.99% |
| 2011 | -8.52% | -17.58% |
| 2010 | +14.18% | +16.44% |
| 2009 | +9.26% | -0.48% |
| 2008 | -16.15% | -22.89% |
| 2007 | -6.55% | -4.95% |
| 2006 | +8.36% | +35.76% |
| 2005 | +3.02% | +15.17% |
| 2004 | -5.63% | +22.11% |
| 2003 | +31.71% | +40.59% |
| 2002 | -16.64% | -7.16% |
| 2001 | +25.20% | -22.10% |
| 2000 | +0.57% | +16.52% |
| 1999 | +1.15% | -3.09% |
GCV vs SWZ Drawdown Comparison
The maximum drawdown for GCV was -55.70%, occurring on Oct 10, 2008. Recovery took 1425 trading sessions.
The maximum drawdown for SWZ was -57.73%, occurring on Mar 5, 2009. Recovery took 1677 trading sessions.
The current GCV drawdown is -1.06%. The current SWZ drawdown is -7.94%.
| Rank | GCV | SWZ |
|---|---|---|
| #1 | -55.70% Jul 12, 2007 - Mar 11, 2013 | -57.73% May 2, 2007 - Dec 27, 2013 |
| #2 | -45.90% Dec 23, 2021 - Jan 28, 2026 | -39.89% Jan 3, 2001 - Jan 8, 2004 |
| #3 | -42.60% Feb 21, 2020 - Nov 17, 2020 | -31.20% Feb 12, 2020 - Sep 15, 2020 |
| #4 | -38.47% Aug 22, 2018 - Feb 19, 2020 | -30.32% Jan 3, 2022 - Jul 22, 2024 |
| #5 | -34.62% Feb 19, 2015 - Jul 21, 2017 | -21.76% Sep 20, 2018 - Jan 8, 2020 |
| #6 | -23.19% May 30, 2002 - Nov 25, 2003 | -19.73% May 15, 2015 - Mar 15, 2017 |
| #7 | -22.41% Apr 2, 2004 - Dec 18, 2006 | -17.82% May 11, 2006 - Sep 5, 2006 |
| #8 | -16.74% Nov 5, 1999 - Jan 10, 2001 | -16.19% Jul 1, 2014 - May 8, 2015 |
| #9 | -12.85% Feb 12, 2021 - Jun 23, 2021 | -15.48% Sep 27, 2024 - Feb 13, 2025 |
| #10 | -10.42% Jul 26, 2013 - Mar 18, 2014 | -13.68% Dec 9, 1999 - Jun 21, 2000 |
| #11 | -9.70% Sep 19, 2014 - Dec 11, 2014 | -11.47% Feb 11, 2004 - Nov 4, 2004 |
| #12 | -9.09% Feb 2, 2001 - May 3, 2001 | -11.41% Jan 26, 2018 - Sep 17, 2018 |
| #13 | -8.57% Aug 1, 2017 - Aug 23, 2017 | -9.84% Jul 6, 2000 - Dec 27, 2000 |
| #14 | -7.79% Jun 24, 2021 - Oct 25, 2021 | -9.71% Feb 22, 2007 - Apr 16, 2007 |
| #15 | -7.11% Sep 17, 2001 - Jan 3, 2002 | -9.54% Sep 16, 2020 - Nov 19, 2020 |
Correlation
Correlation between GCV and SWZ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
GCV vs SWZ dividend yield comparison.
| Year | GCV | SWZ |
|---|---|---|
| 2026 | 5.16% | 0.00% |
| 2025 | 11.57% | 50.58% |
| 2024 | 12.60% | 7.11% |
| 2023 | 13.33% | 6.07% |
| 2022 | 10.00% | 8.23% |
| 2021 | 8.14% | 5.83% |
| 2020 | 7.68% | 6.25% |
| 2019 | 8.21% | 1.67% |
| 2018 | 10.93% | 74.09% |
| 2017 | 8.14% | 1.02% |
| 2016 | 8.72% | 5.00% |
| 2015 | 10.04% | 6.72% |
| 2014 | 8.39% | 21.34% |
| 2013 | 7.79% | 8.33% |
| 2012 | 9.01% | 0.56% |
| 2011 | 9.39% | 12.48% |
| 2010 | 7.68% | 1.70% |
| 2009 | 7.21% | 5.03% |
| 2008 | 14.41% | 2.61% |
| 2007 | 10.44% | 11.82% |
| 2006 | 8.94% | 10.37% |
| 2005 | 9.06% | 10.49% |
| 2004 | 8.66% | 6.25% |
| 2003 | 7.59% | 5.47% |
| 2002 | 8.77% | 6.51% |
| 2001 | 7.43% | 2.79% |
| 2000 | 9.86% | 9.10% |
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