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.
Mumias
Every contribution added up, before any gain or loss
KES 95,000
The value reached less everything put in
−KES 72,634
Worth KES 22,366
Profit as a share of everything put in, over the whole run
−76.5 %
0.24× the money in
Trading suspended · last trade 3 Jan 2022
Money-weighted annual return (XIRR), price return only−23.8 %
Largest peak-to-trough fall in the holding's value, on held closes−73.6 %
Annualised standard deviation of daily returns75.0 %
Number of buys, one per scheduled trading day95
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 1.15
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2012 | KES 12,000 | −1,450 | −22.3 % | KES 10,550 |
| 2013 | KES 24,000 | −6,097 | −35.7 % | KES 16,454 |
| 2014 | KES 36,000 | −9,546 | −41.6 % | KES 18,908 |
| 2015 | KES 48,000 | −5,811 | −22.9 % | KES 25,097 |
| 2016 | KES 60,000 | −4,590 | −14.5 % | KES 32,506 |
| 2017 | KES 72,000 | −4,122 | −10.6 % | KES 40,384 |
| 2018 | KES 84,000 | −21,885 | −46.7 % | KES 30,499 |
| 2019part | KES 94,000 | −18,342 | −51.3 % | KES 22,157 |
| 2020 | KES 94,000 | N/A | N/A | N/A |