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.
Nation Media
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
−KES 33,777
Worth KES 87,223
Profit as a share of everything put in, over the whole run
−27.9 %
0.72× the money in
Money-weighted annual return (XIRR), dividends reinvested−6.7 %
Largest peak-to-trough fall in the holding's value, on held closes−63.7 %
Annualised standard deviation of daily returns41.5 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 22.34
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −552 | −22.4 % | KES 3,448 |
| 2017 | KES 16,000 | +2,665 | +26.8 % | KES 18,113 |
| 2018 | KES 28,000 | −9,895 | −40.2 % | KES 20,218 |
| 2019 | KES 40,000 | −8,960 | −33.5 % | KES 23,258 |
| 2020 | KES 52,000 | −16,255 | −54.6 % | KES 19,003 |
| 2021 | KES 64,000 | +3,172 | +12.4 % | KES 34,175 |
| 2022 | KES 76,000 | −3,709 | −9.1 % | KES 42,466 |
| 2023 | KES 88,000 | +17,341 | +35.4 % | KES 71,806 |
| 2024 | KES 100,000 | −22,036 |