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.
NBV
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
−KES 38,698
Worth KES 82,302
Profit as a share of everything put in, over the whole run
−32.0 %
0.68× the money in
Money-weighted annual return (XIRR), price return only−7.9 %
Largest peak-to-trough fall in the holding's value, on held closes−85.1 %
Annualised standard deviation of daily returns214.6 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 1.81
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +213 | +8.6 % | KES 4,213 |
| 2017 | KES 16,000 | −5,555 | −51.9 % | KES 10,658 |
| 2018 | KES 28,000 | −12,055 | −70.3 % | KES 10,603 |
| 2019 | KES 40,000 | −7,051 | −41.2 % | KES 15,552 |
| 2020 | KES 52,000 | +140,965 | +639.6 % | KES 168,517 |
| 2021 | KES 64,000 | +71,223 | +40.7 % | KES 251,741 |
| 2022 | KES 76,000 | −95,947 | −37.2 % | KES 167,794 |
| 2023 | KES 88,000 | −49,222 | −28.2 % | KES 130,572 |
| 2024 | KES 100,000 | −34,222 |