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.
Standard Group
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
−KES 56,004
Worth KES 64,996
Profit as a share of everything put in, over the whole run
−46.3 %
0.54× the money in
Money-weighted annual return (XIRR), price return only−13.0 %
Largest peak-to-trough fall in the holding's value, on held closes−45.7 %
Annualised standard deviation of daily returns56.8 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 11.69
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −967 | −39.2 % | KES 3,033 |
| 2017 | KES 16,000 | +8,458 | +88.8 % | KES 23,491 |
| 2018 | KES 28,000 | −5,302 | −17.7 % | KES 30,189 |
| 2019 | KES 40,000 | −1,643 | −4.5 % | KES 40,546 |
| 2020 | KES 52,000 | −7,211 | −15.3 % | KES 45,335 |
| 2021 | KES 64,000 | −20,898 | −40.3 % | KES 36,436 |
| 2022 | KES 76,000 | −10,404 | −24.2 % | KES 38,032 |
| 2023 | KES 88,000 | −11,344 | −25.5 % | KES 38,688 |
| 2024 | KES 100,000 | −16,034 |