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.
Sanlam Kenya
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
−KES 11,532
Worth KES 109,468
Profit as a share of everything put in, over the whole run
−9.5 %
0.90× the money in
Money-weighted annual return (XIRR), price return only−2.0 %
Largest peak-to-trough fall in the holding's value, on held closes−46.8 %
Annualised standard deviation of daily returns55.6 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 11.22
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −746 | −30.3 % | KES 3,254 |
| 2017 | KES 16,000 | +743 | +7.6 % | KES 15,997 |
| 2018 | KES 28,000 | −4,801 | −21.3 % | KES 23,196 |
| 2019 | KES 40,000 | −6,386 | −21.5 % | KES 28,810 |
| 2020 | KES 52,000 | −8,186 | −23.2 % | KES 32,625 |
| 2021 | KES 64,000 | −3,193 | −8.2 % | KES 41,431 |
| 2022 | KES 76,000 | −8,379 | −17.5 % | KES 45,053 |
| 2023 | KES 88,000 | −19,563 | −38.0 % | KES 37,489 |
| 2024 | KES 100,000 | −8,901 |