Backtest
Put a fixed amount into one NSE share at a chosen interval, from a starting month you pick. We apply the closing prices we hold to work out what those purchases would be worth today, beside a second share or the NASI index if you add one.
BK Group
Every contribution added up, before any gain or loss
KES 94,000
The value reached less everything put in
+KES 82,243
Worth KES 176,243
Profit as a share of everything put in, over the whole run
+87.5 %
1.9× the money in
Money-weighted annual return (XIRR), price return only+15.8 %
Largest peak-to-trough fall in the holding's value, on held closes−34.8 %
Annualised standard deviation of daily returns43.8 %
Number of buys, one per scheduled trading day94
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 29.20
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2018part | KES 1,000 | 0 | 0.0 % | KES 1,000 |
| 2019 | KES 13,000 | −842 | −11.2 % | KES 12,158 |
| 2020 | KES 25,000 | −1,457 | −7.8 % | KES 22,701 |
| 2021 | KES 37,000 | +11,331 | +38.7 % | KES 46,032 |
| 2022 | KES 49,000 | +4,537 | +8.6 % | KES 62,570 |
| 2023 | KES 61,000 | +9,519 | +13.8 % | KES 84,088 |
| 2024 | KES 73,000 | −7,890 | −8.7 % | KES 88,199 |
| 2025 | KES 85,000 | +29,129 | +30.8 % | KES 129,327 |
| 2026part | KES 94,000 | +37,916 |