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.
NewGold ETF
Every contribution added up, before any gain or loss
KES 115,000
The value reached less everything put in
+KES 196,215
Worth KES 311,215
Profit as a share of everything put in, over the whole run
+170.6 %
2.7× the money in
Money-weighted annual return (XIRR), price return only+20.0 %
Largest peak-to-trough fall in the holding's value, on held closes−41.5 %
Annualised standard deviation of daily returns34.4 %
Number of buys, one per scheduled trading day115
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 1,922
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2017part | KES 10,000 | +87 | +1.5 % | KES 10,087 |
| 2018 | KES 22,000 | −1,413 | −8.5 % | KES 20,674 |
| 2019 | KES 34,000 | +7,158 | +26.3 % | KES 39,832 |
| 2020 | KES 46,000 | +15,160 | +32.7 % | KES 66,992 |
| 2021 | KES 58,000 | −3,270 | −4.4 % | KES 75,722 |
| 2022 | KES 70,000 | +12,516 | +15.2 % | KES 100,238 |
| 2023 | KES 82,000 | +36,755 | +34.4 % | KES 148,993 |
| 2024 | KES 94,000 | +18,856 | +12.1 % | KES 179,849 |
| 2025 | KES 106,000 | +122,232 |