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.
Limuru Tea
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 34,782
Worth KES 155,782
Profit as a share of everything put in, over the whole run
+28.7 %
1.3× the money in
Money-weighted annual return (XIRR), price return only+4.9 %
Largest peak-to-trough fall in the holding's value, on held closes−24.6 %
Annualised standard deviation of daily returns24.2 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 415.55
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −432 | −17.5 % | KES 3,568 |
| 2017 | KES 16,000 | −1,145 | −11.4 % | KES 14,422 |
| 2018 | KES 28,000 | −191 | −0.9 % | KES 26,231 |
| 2019 | KES 40,000 | −3,470 | −10.6 % | KES 34,761 |
| 2020 | KES 52,000 | −8,376 | −20.3 % | KES 38,385 |
| 2021 | KES 64,000 | −4,629 | −10.3 % | KES 45,756 |
| 2022 | KES 76,000 | +16,089 | +30.8 % | KES 73,845 |
| 2023 | KES 88,000 | −7,725 | −9.6 % | KES 78,121 |
| 2024 | KES 100,000 | −6,963 |