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.
Jubilee
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 94,000
Worth KES 215,000
Profit as a share of everything put in, over the whole run
+77.7 %
1.8× the money in
Money-weighted annual return (XIRR), dividends reinvested+11.1 %
Largest peak-to-trough fall in the holding's value, on held closes−42.0 %
Annualised standard deviation of daily returns32.6 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 282.08
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +138 | +5.6 % | KES 4,138 |
| 2017 | KES 16,000 | +1,266 | +11.9 % | KES 17,404 |
| 2018 | KES 28,000 | −4,964 | −20.8 % | KES 24,440 |
| 2019 | KES 40,000 | −4,303 | −13.9 % | KES 32,137 |
| 2020 | KES 52,000 | −4,621 | −12.0 % | KES 39,516 |
| 2021 | KES 64,000 | +6,211 | +13.5 % | KES 57,727 |
| 2022 | KES 76,000 | −22,011 | −34.3 % | KES 47,716 |
| 2023 | KES 88,000 | +456 | +0.8 % | KES 60,172 |
| 2024 | KES 100,000 | +1,393 |