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.
CIC Group
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 82,485
Worth KES 203,485
Profit as a share of everything put in, over the whole run
+68.2 %
1.7× the money in
Money-weighted annual return (XIRR), price return only+10.0 %
Largest peak-to-trough fall in the holding's value, on held closes−36.4 %
Annualised standard deviation of daily returns39.7 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 2.80
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −199 | −8.1 % | KES 3,801 |
| 2017 | KES 16,000 | +5,899 | +57.3 % | KES 21,700 |
| 2018 | KES 28,000 | −8,788 | −31.2 % | KES 24,912 |
| 2019 | KES 40,000 | −10,399 | −33.1 % | KES 26,513 |
| 2020 | KES 52,000 | −6,450 | −19.5 % | KES 32,063 |
| 2021 | KES 64,000 | +533 | +1.4 % | KES 44,596 |
| 2022 | KES 76,000 | −5,795 | −11.3 % | KES 50,801 |
| 2023 | KES 88,000 | +8,810 | +15.4 % | KES 71,611 |
| 2024 | KES 100,000 | −2,940 |