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.
Carbacid
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 240,304
Worth KES 361,304
Profit as a share of everything put in, over the whole run
+198.6 %
3.0× the money in
Money-weighted annual return (XIRR), price return only+20.7 %
Largest peak-to-trough fall in the holding's value, on held closes−29.3 %
Annualised standard deviation of daily returns38.8 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 12.91
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −221 | −9.0 % | KES 3,779 |
| 2017 | KES 16,000 | −1,211 | −11.8 % | KES 14,568 |
| 2018 | KES 28,000 | −4,091 | −19.4 % | KES 22,477 |
| 2019 | KES 40,000 | −5,819 | −20.1 % | KES 28,657 |
| 2020 | KES 52,000 | +19,173 | +54.6 % | KES 59,830 |
| 2021 | KES 64,000 | −6,125 | −9.2 % | KES 65,705 |
| 2022 | KES 76,000 | +6,296 | +8.7 % | KES 84,001 |
| 2023 | KES 88,000 | +21,858 | +24.2 % | KES 117,860 |
| 2024 | KES 100,000 | +49,165 |