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.
DTB
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 246,464
Worth KES 367,464
Profit as a share of everything put in, over the whole run
+203.7 %
3.0× the money in
Money-weighted annual return (XIRR), dividends reinvested+21.0 %
Largest peak-to-trough fall in the holding's value, on held closes−32.9 %
Annualised standard deviation of daily returns28.9 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 78.13
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −532 | −21.6 % | KES 3,468 |
| 2017 | KES 16,000 | +6,376 | +64.0 % | KES 21,843 |
| 2018 | KES 28,000 | −5,987 | −21.1 % | KES 27,856 |
| 2019 | KES 40,000 | −9,996 | −29.1 % | KES 29,860 |
| 2020 | KES 52,000 | −9,389 | −25.8 % | KES 32,471 |
| 2021 | KES 64,000 | −7,562 | −19.4 % | KES 36,909 |
| 2022 | KES 76,000 | −4,357 | −10.0 % | KES 44,552 |
| 2023 | KES 88,000 | −859 | −1.7 % | KES 55,693 |
| 2024 | KES 100,000 | +46,640 |