Intrinsiqs

Is Total Return Securities Fund overvalued?

Total Return Securities Fund (SWZ) looks overvalued — trading about 62% above its fair value.

Overvalued
Current price $5.93 Fair value $2.26
Price
$5.93
Fair value
$2.26
Current P/E
15.0
Normal P/E
5.7
Market cap
$76.9M
Dividend yield
50.3%
Return on equity
15.3%
Sector
Financial Services

See the full interactive analysis →

Fair value compares SWZ's current P/E to its own historical "normal" P/E (FAST Graphs-style). Updated 1 Jul 2026.

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