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.
Longhorn
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
−KES 25,835
Worth KES 95,165
Profit as a share of everything put in, over the whole run
−21.4 %
0.79× the money in
Money-weighted annual return (XIRR), price return only−4.8 %
Largest peak-to-trough fall in the holding's value, on held closes−43.4 %
Annualised standard deviation of daily returns55.6 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 3.59
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −207 | −8.4 % | KES 3,793 |
| 2017 | KES 16,000 | +1,858 | +18.1 % | KES 17,651 |
| 2018 | KES 28,000 | −2,777 | −11.5 % | KES 26,874 |
| 2019 | KES 40,000 | +13,400 | +40.1 % | KES 52,275 |
| 2020 | KES 52,000 | −14,874 | −25.3 % | KES 49,400 |
| 2021 | KES 64,000 | −9,531 | −17.0 % | KES 51,869 |
| 2022 | KES 76,000 | −14,708 | −25.2 % | KES 49,161 |
| 2023 | KES 88,000 | −9,826 | −17.7 % | KES 51,335 |
| 2024 | KES 100,000 | −2,497 |