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.
KCB Group
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 261,172
Worth KES 382,172
Profit as a share of everything put in, over the whole run
+215.8 %
3.2× the money in
Money-weighted annual return (XIRR), dividends reinvested+21.7 %
Largest peak-to-trough fall in the holding's value, on held closes−53.5 %
Annualised standard deviation of daily returns26.3 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 38.22
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +80 | +3.2 % | KES 4,080 |
| 2017 | KES 16,000 | +5,055 | +47.8 % | KES 21,134 |
| 2018 | KES 28,000 | −3,621 | −13.1 % | KES 29,513 |
| 2019 | KES 40,000 | +19,276 | +53.5 % | KES 60,790 |
| 2020 | KES 52,000 | −15,023 | −22.3 % | KES 57,767 |
| 2021 | KES 64,000 | +15,979 | +24.8 % | KES 85,746 |
| 2022 | KES 76,000 | −8,508 | −9.2 % | KES 89,238 |
| 2023 | KES 88,000 | −38,855 | −40.6 % | KES 62,383 |
| 2024 | KES 100,000 | +67,538 |