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.
HF Group
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 149,150
Worth KES 270,150
Profit as a share of everything put in, over the whole run
+123.3 %
2.2× the money in
Money-weighted annual return (XIRR), price return only+15.3 %
Largest peak-to-trough fall in the holding's value, on held closes−41.1 %
Annualised standard deviation of daily returns48.0 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 5.15
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −230 | −9.3 % | KES 3,770 |
| 2017 | KES 16,000 | −1,489 | −14.5 % | KES 14,281 |
| 2018 | KES 28,000 | −10,115 | −48.7 % | KES 16,166 |
| 2019 | KES 40,000 | +6,145 | +27.1 % | KES 34,311 |
| 2020 | KES 52,000 | −19,190 | −47.0 % | KES 27,121 |
| 2021 | KES 64,000 | +5,298 | +15.7 % | KES 44,419 |
| 2022 | KES 76,000 | −8,577 | −16.8 % | KES 47,842 |
| 2023 | KES 88,000 | +3,014 | +5.5 % | KES 62,855 |
| 2024 | KES 100,000 | +20,034 |