Total Return Securities, Inc. (SWZ) Stock Price & Analysis
Total Return Securities, Inc. (SWZ) closed at USD 5.77 on Thursday, October 15, 2026, up 0.87% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 5.72; the Oct 15, 2026 session ranged USD 5.73–5.77 on volume of 33,130 shares. Market capitalization is $74.86M, with a 52-week range of USD 5.68–6.31 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:19 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SWZ.md
Key facts (SWZ)
- 1 of 80 tracked superinvestors hold SWZ (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Total return with dividends: 1Y -3.0% vs S&P 500 +18.1%; 5Y +15.0% vs S&P 500 +85.1%.
Superinvestors (SEC 13F-HR, Q2 2026) (SWZ)
1 of 80 tracked investors hold SWZ. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Thomas Russo | Gardner Russo & Quinn | 0.01% | $580K | Unchanged |
Total return (dividends reinvested) (SWZ)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | -3.0% | +15.0% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -3.0% | +2.8% |
| Volatility (annualized) | 9.3% | 16.3% |
| Max drawdown | -9.7% (Jan 2026→Sep 2026) | -29.4% (Dec 2021→Oct 2022) |
Key Statistics (as of October 16, 2026 at 05:19 UTC)
| Price | USD 5.77 |
|---|---|
| Change | ▲ 0.87% (up) |
| Previous Close | USD 5.72 |
| Open | USD 5.75 |
| Day Range | USD 5.73 – 5.77 |
| 52-Week Range | USD 5.68 – 6.31 |
| Volume | 33,130 shares |
| Market Cap | $74.86M |
| Exchange | NYQ |
Technical Analysis (SWZ)
Nexqual's technical model rates SWZ "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:19 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 41.66 (neutral) |
| vs SMA50 | Below (USD 5.88) |
| MACD | -0.04 (negative) |
Financial Health Score (SWZ)
Nexqual rates Total Return Securities, Inc.'s overall financial health "Mixed" across five dimensions, as of October 16, 2026 at 05:19 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| GF | The New Germany Fund, Inc. | USD 10.25 | ▼ 0.1% |
| TWN | Taiwan Fund, Inc. (The) | USD 97.63 | ▼ 5.08% |
| MXF | Mexico Fund, Inc. (The) | USD 20.19 | ▼ 0.25% |
| MXE | Mexico Equity and Income Fund, | USD 12.74 | ▲ 0% |
| JOF | Japan Smaller Capitalization Fund, Inc. | USD 12.08 | ▼ 2.97% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:19 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt