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.
NSE
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 213,778
Worth KES 334,778
Profit as a share of everything put in, over the whole run
+176.7 %
2.8× the money in
Money-weighted annual return (XIRR), price return only+19.3 %
Largest peak-to-trough fall in the holding's value, on held closes−34.9 %
Annualised standard deviation of daily returns39.3 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 9.49
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −140 | −5.7 % | KES 3,860 |
| 2017 | KES 16,000 | +4,344 | +42.0 % | KES 20,204 |
| 2018 | KES 28,000 | −7,176 | −26.9 % | KES 25,029 |
| 2019 | KES 40,000 | −3,949 | −12.5 % | KES 33,079 |
| 2020 | KES 52,000 | −11,888 | −30.0 % | KES 33,191 |
| 2021 | KES 64,000 | −1,752 | −4.4 % | KES 43,439 |
| 2022 | KES 76,000 | −7,954 | −15.9 % | KES 47,485 |
| 2023 | KES 88,000 | −5,569 | −10.3 % | KES 53,915 |
| 2024 | KES 100,000 | +14 |