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.
KenGen
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 310,180
Worth KES 431,180
Profit as a share of everything put in, over the whole run
+256.3 %
3.6× the money in
Money-weighted annual return (XIRR), dividends reinvested+23.9 %
Largest peak-to-trough fall in the holding's value, on held closes−31.3 %
Annualised standard deviation of daily returns30.1 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 4.48
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −195 | −7.9 % | KES 3,805 |
| 2017 | KES 16,000 | +3,969 | +38.5 % | KES 19,774 |
| 2018 | KES 28,000 | −2,680 | −10.2 % | KES 29,094 |
| 2019 | KES 40,000 | −6,094 | −17.1 % | KES 35,000 |
| 2020 | KES 52,000 | −5,533 | −13.3 % | KES 41,466 |
| 2021 | KES 64,000 | +1,190 | +2.5 % | KES 54,656 |
| 2022 | KES 76,000 | −13,929 | −22.8 % | KES 52,727 |
| 2023 | KES 88,000 | −13,442 | −22.7 % | KES 51,285 |
| 2024 | KES 100,000 | +67,953 |