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.
TPS Serena
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 628.27
Worth KES 121,628
Profit as a share of everything put in, over the whole run
+0.5 %
1.0× the money in
Money-weighted annual return (XIRR), price return only+0.1 %
Largest peak-to-trough fall in the holding's value, on held closes−39.3 %
Annualised standard deviation of daily returns54.4 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 16.37
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +566 | +22.9 % | KES 4,566 |
| 2017 | KES 16,000 | +7,259 | +65.6 % | KES 23,825 |
| 2018 | KES 28,000 | −9,229 | −30.4 % | KES 26,596 |
| 2019 | KES 40,000 | −7,478 | −22.6 % | KES 31,118 |
| 2020 | KES 52,000 | −1,735 | −4.6 % | KES 41,382 |
| 2021 | KES 64,000 | −2,018 | −4.2 % | KES 51,365 |
| 2022 | KES 76,000 | −6,604 | −11.4 % | KES 56,761 |
| 2023 | KES 88,000 | +16,902 | +26.7 % | KES 85,663 |
| 2024 | KES 100,000 | −7,822 |