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.
Car & General
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 974,868
Worth KES 1,095,868
Profit as a share of everything put in, over the whole run
+805.7 %
9.1× the money in
Money-weighted annual return (XIRR), price return only+41.2 %
Largest peak-to-trough fall in the holding's value, on held closes−67.9 %
Annualised standard deviation of daily returns54.7 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 26.75
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −212 | −8.6 % | KES 3,788 |
| 2017 | KES 16,000 | −935 | −9.1 % | KES 14,853 |
| 2018 | KES 28,000 | +964 | +4.5 % | KES 27,817 |
| 2019 | KES 40,000 | +7,399 | +21.6 % | KES 47,216 |
| 2020 | KES 52,000 | −7,939 | −14.8 % | KES 51,277 |
| 2021 | KES 64,000 | +30,988 | +53.6 % | KES 94,265 |
| 2022 | KES 76,000 | +38,777 | +38.5 % | KES 145,041 |
| 2023 | KES 88,000 | −70,785 | −46.7 % | KES 86,256 |
| 2024 | KES 100,000 | −8,203 |