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.
I&M Group
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 503,615
Worth KES 624,615
Profit as a share of everything put in, over the whole run
+416.2 %
5.2× the money in
Money-weighted annual return (XIRR), dividends reinvested+30.8 %
Largest peak-to-trough fall in the holding's value, on held closes−38.8 %
Annualised standard deviation of daily returns38.6 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 24.18
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −55 | −2.2 % | KES 3,945 |
| 2017 | KES 16,000 | +5,250 | +50.3 % | KES 21,195 |
| 2018 | KES 28,000 | −9,066 | −32.7 % | KES 24,129 |
| 2019 | KES 40,000 | +7,394 | +24.1 % | KES 43,524 |
| 2020 | KES 52,000 | −5,643 | −11.3 % | KES 49,881 |
| 2021 | KES 64,000 | −1,328 | −2.4 % | KES 60,553 |
| 2022 | KES 76,000 | −8,747 | −13.0 % | KES 63,806 |
| 2023 | KES 88,000 | +10,054 | +14.3 % | KES 85,859 |
| 2024 | KES 100,000 | +135,034 |