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.
Sasini
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 27,200
Worth KES 148,200
Profit as a share of everything put in, over the whole run
+22.5 %
1.2× the money in
Money-weighted annual return (XIRR), price return only+4.0 %
Largest peak-to-trough fall in the holding's value, on held closes−44.2 %
Annualised standard deviation of daily returns47.5 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 19.64
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +39 | +1.6 % | KES 4,039 |
| 2017 | KES 16,000 | +5,068 | +48.1 % | KES 21,107 |
| 2018 | KES 28,000 | −8,316 | −30.1 % | KES 24,790 |
| 2019 | KES 40,000 | −3,983 | −12.7 % | KES 32,807 |
| 2020 | KES 52,000 | +6,492 | +16.5 % | KES 51,299 |
| 2021 | KES 64,000 | −2,037 | −3.5 % | KES 61,262 |
| 2022 | KES 76,000 | +13,531 | +20.0 % | KES 86,793 |
| 2023 | KES 88,000 | −11,474 | −12.3 % | KES 87,319 |
| 2024 | KES 100,000 | −23,941 |