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.
NCBA
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 430,042
Worth KES 551,042
Profit as a share of everything put in, over the whole run
+355.4 %
4.6× the money in
Money-weighted annual return (XIRR), dividends reinvested+28.5 %
Largest peak-to-trough fall in the holding's value, on held closes−32.8 %
Annualised standard deviation of daily returns33.2 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 32.61
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −276 | −11.2 % | KES 3,724 |
| 2017 | KES 16,000 | +2,374 | +23.2 % | KES 18,098 |
| 2018 | KES 28,000 | −4,687 | −19.1 % | KES 25,410 |
| 2019 | KES 40,000 | +11,970 | +37.5 % | KES 49,381 |
| 2020 | KES 52,000 | −9,558 | −17.1 % | KES 51,822 |
| 2021 | KES 64,000 | +1,787 | +3.1 % | KES 65,610 |
| 2022 | KES 76,000 | +61,167 | +84.8 % | KES 138,776 |
| 2023 | KES 88,000 | +14,976 | +10.3 % | KES 165,752 |
| 2024 | KES 100,000 | +68,873 |