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.
Eveready
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
−KES 14,581
Worth KES 106,419
Profit as a share of everything put in, over the whole run
−12.1 %
0.88× the money in
Money-weighted annual return (XIRR), price return only−2.6 %
Largest peak-to-trough fall in the holding's value, on held closes−49.2 %
Annualised standard deviation of daily returns64.0 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 1.15
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +301 | +12.2 % | KES 4,301 |
| 2017 | KES 16,000 | −281 | −2.6 % | KES 16,020 |
| 2018 | KES 28,000 | −13,657 | −60.7 % | KES 14,363 |
| 2019 | KES 40,000 | +2,142 | +10.3 % | KES 28,504 |
| 2020 | KES 52,000 | +5,125 | +14.6 % | KES 45,629 |
| 2021 | KES 64,000 | −8,935 | −17.1 % | KES 48,694 |
| 2022 | KES 76,000 | −16,106 | −29.2 % | KES 44,589 |
| 2023 | KES 88,000 | +26,242 | +51.4 % | KES 82,831 |
| 2024 | KES 100,000 | +5,196 |