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.
Uchumi
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 310,173
Worth KES 431,173
Profit as a share of everything put in, over the whole run
+256.3 %
3.6× the money in
Money-weighted annual return (XIRR), price return only+23.9 %
Largest peak-to-trough fall in the holding's value, on held closes−76.2 %
Annualised standard deviation of daily returns67.8 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 0.34
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +757 | +30.7 % | KES 4,757 |
| 2017 | KES 16,000 | +7,434 | +66.1 % | KES 24,190 |
| 2018 | KES 28,000 | −24,901 | −81.1 % | KES 11,289 |
| 2019 | KES 40,000 | −11,129 | −62.5 % | KES 12,160 |
| 2020 | KES 52,000 | −990 | −5.3 % | KES 23,170 |
| 2021 | KES 64,000 | −3,874 | −13.0 % | KES 31,296 |
| 2022 | KES 76,000 | −479 | −1.3 % | KES 42,817 |
| 2023 | KES 88,000 | −13,049 | −26.5 % | KES 41,768 |
| 2024 | KES 100,000 | −1,217 |