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.
Stanbic
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 450,438
Worth KES 571,438
Profit as a share of everything put in, over the whole run
+372.3 %
4.7× the money in
Money-weighted annual return (XIRR), dividends reinvested+29.1 %
Largest peak-to-trough fall in the holding's value, on held closes−26.9 %
Annualised standard deviation of daily returns33.9 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 101.26
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −128 | −5.2 % | KES 3,872 |
| 2017 | KES 16,000 | +2,482 | +23.9 % | KES 18,354 |
| 2018 | KES 28,000 | +3,596 | +14.5 % | KES 33,950 |
| 2019 | KES 40,000 | +9,807 | +24.2 % | KES 55,757 |
| 2020 | KES 52,000 | −9,600 | −15.4 % | KES 58,157 |
| 2021 | KES 64,000 | +3,104 | +4.8 % | KES 73,260 |
| 2022 | KES 76,000 | +19,546 | +24.5 % | KES 104,806 |
| 2023 | KES 88,000 | +21,789 | +19.6 % | KES 138,596 |
| 2024 | KES 100,000 | +64,034 |