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.
Kenya Power 4% Pref
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 16,589
Worth KES 137,589
Profit as a share of everything put in, over the whole run
+13.7 %
1.1× the money in
Money-weighted annual return (XIRR), price return only+2.5 %
Largest peak-to-trough fall in the holding's value, on held closes−9.5 %
Annualised standard deviation of daily returns7.1 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 4.63
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | 0 | 0.0 % | KES 4,000 |
| 2017 | KES 16,000 | −1,364 | −13.0 % | KES 14,636 |
| 2018 | KES 28,000 | +0 | +0.0 % | KES 26,636 |
| 2019 | KES 40,000 | 0 | 0.0 % | KES 38,636 |
| 2020 | KES 52,000 | 0 | 0.0 % | KES 50,636 |
| 2021 | KES 64,000 | −5,136 | −9.0 % | KES 57,501 |
| 2022 | KES 76,000 | −5,517 | −8.6 % | KES 63,984 |
| 2023 | KES 88,000 | −0 | −0.0 % | KES 75,984 |
| 2024 | KES 100,000 | −2,060 | −2.5 % |