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.
Co-op Bank
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 322,483
Worth KES 443,483
Profit as a share of everything put in, over the whole run
+266.5 %
3.7× the money in
Money-weighted annual return (XIRR), dividends reinvested+24.5 %
Largest peak-to-trough fall in the holding's value, on held closes−25.5 %
Annualised standard deviation of daily returns23.8 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 14.18
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +152 | +6.2 % | KES 4,152 |
| 2017 | KES 16,000 | +1,933 | +18.2 % | KES 18,085 |
| 2018 | KES 28,000 | −2,572 | −10.5 % | KES 27,514 |
| 2019 | KES 40,000 | +9,478 | +27.9 % | KES 48,992 |
| 2020 | KES 52,000 | −8,302 | −15.0 % | KES 52,689 |
| 2021 | KES 64,000 | +2,061 | +3.5 % | KES 66,750 |
| 2022 | KES 76,000 | +2,920 | +4.0 % | KES 81,670 |
| 2023 | KES 88,000 | +4,049 | +4.6 % | KES 97,719 |
| 2024 | KES 100,000 | +64,002 |