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.
Liberty Kenya
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 23,717
Worth KES 144,717
Profit as a share of everything put in, over the whole run
+19.6 %
1.2× the money in
Money-weighted annual return (XIRR), price return only+3.5 %
Largest peak-to-trough fall in the holding's value, on held closes−42.3 %
Annualised standard deviation of daily returns56.3 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 7.68
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −452 | −18.3 % | KES 3,548 |
| 2017 | KES 16,000 | −158 | −1.6 % | KES 15,389 |
| 2018 | KES 28,000 | +853 | +3.9 % | KES 28,242 |
| 2019 | KES 40,000 | −5,654 | −16.3 % | KES 34,588 |
| 2020 | KES 52,000 | −9,694 | −23.6 % | KES 36,894 |
| 2021 | KES 64,000 | −4,629 | −10.7 % | KES 44,266 |
| 2022 | KES 76,000 | −9,152 | −18.0 % | KES 47,114 |
| 2023 | KES 88,000 | −17,315 | −32.3 % | KES 41,799 |
| 2024 | KES 100,000 | +36,781 |