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.
Satrix MSCI World ETF
Every contribution added up, before any gain or loss
KES 14,000
The value reached less everything put in
+KES 1,276
Worth KES 15,276
Profit as a share of everything put in, over the whole run
+9.1 %
1.1× the money in
Money-weighted annual return (XIRR), price return only+15.9 %
Largest peak-to-trough fall in the holding's value, on held closes−9.2 %
Annualised standard deviation of daily returns27.9 %
Number of buys, one per scheduled trading day14
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 864.21
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2025part | KES 5,000 | +330 | +10.9 % | KES 5,330 |
| 2026part | KES 14,000 | +946 | +9.4 % | KES 15,276 |
| # | Date | Price paid | Shares | Invested so far |
|---|---|---|---|---|
| 14 | 2 Sep 2026 | 971.00 | 1.03 | KES 14,000 |
| 13 | 3 Aug 2026 | 939.00 | 1.06 | KES 13,000 |
| 12 | 1 Jul 2026 | 920.00 | 1.09 | KES 12,000 |
| 11 | 2 Jun 2026 | 941.00 | 1.06 | KES 11,000 |
| 10 | 4 May 2026 | 909.00 | 1.10 | KES 10,000 |
| 9 | 1 Apr 2026 | 801.00 | 1.25 | KES 9,000 |
| 8 | 2 Mar 2026 | 851.00 | 1.18 | KES 8,000 |
| 7 | 2 Feb 2026 | 859.00 | 1.16 | KES 7,000 |