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.
Kakuzi
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 19,870
Worth KES 140,870
Profit as a share of everything put in, over the whole run
+16.4 %
1.2× the money in
Money-weighted annual return (XIRR), price return only+3.0 %
Largest peak-to-trough fall in the holding's value, on held closes−42.0 %
Annualised standard deviation of daily returns37.7 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 360.97
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +415 | +16.8 % | KES 4,415 |
| 2017 | KES 16,000 | +1,103 | +10.1 % | KES 17,518 |
| 2018 | KES 28,000 | −1,776 | −7.4 % | KES 27,742 |
| 2019 | KES 40,000 | +2,985 | +8.7 % | KES 42,727 |
| 2020 | KES 52,000 | +3,838 | +7.8 % | KES 58,565 |
| 2021 | KES 64,000 | +3,250 | +5.0 % | KES 73,814 |
| 2022 | KES 76,000 | −625 | −0.8 % | KES 85,189 |
| 2023 | KES 88,000 | +264 | +0.3 % | KES 97,453 |
| 2024 | KES 100,000 | −55 |