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.
EABL
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 112,396
Worth KES 233,396
Profit as a share of everything put in, over the whole run
+92.9 %
1.9× the money in
Money-weighted annual return (XIRR), dividends reinvested+12.6 %
Largest peak-to-trough fall in the holding's value, on held closes−37.5 %
Annualised standard deviation of daily returns30.2 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 181.97
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −244 | −9.9 % | KES 3,756 |
| 2017 | KES 16,000 | +15 | +0.1 % | KES 15,771 |
| 2018 | KES 28,000 | −6,095 | −27.4 % | KES 21,676 |
| 2019 | KES 40,000 | +4,235 | +15.0 % | KES 37,911 |
| 2020 | KES 52,000 | −9,447 | −21.3 % | KES 40,463 |
| 2021 | KES 64,000 | +2,636 | +5.6 % | KES 55,099 |
| 2022 | KES 76,000 | +6,764 | +11.0 % | KES 73,863 |
| 2023 | KES 88,000 | −24,505 | −30.5 % | KES 61,358 |
| 2024 | KES 100,000 | +41,392 |