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.
Equity Group
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 279,414
Worth KES 400,414
Profit as a share of everything put in, over the whole run
+230.9 %
3.3× the money in
Money-weighted annual return (XIRR), dividends reinvested+22.6 %
Largest peak-to-trough fall in the holding's value, on held closes−40.7 %
Annualised standard deviation of daily returns25.0 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 42.84
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +18 | +0.7 % | KES 4,018 |
| 2017 | KES 16,000 | +3,918 | +37.3 % | KES 19,936 |
| 2018 | KES 28,000 | −4,152 | −15.7 % | KES 27,784 |
| 2019 | KES 40,000 | +20,953 | +61.1 % | KES 60,737 |
| 2020 | KES 52,000 | −19,678 | −29.3 % | KES 53,059 |
| 2021 | KES 64,000 | +26,168 | +43.9 % | KES 91,228 |
| 2022 | KES 76,000 | −9,412 | −9.6 % | KES 93,815 |
| 2023 | KES 88,000 | −16,829 | −16.8 % | KES 88,986 |
| 2024 | KES 100,000 | +53,172 |