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.
Umeme
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
−KES 48,804
Worth KES 72,196
Profit as a share of everything put in, over the whole run
−40.3 %
0.60× the money in
Money-weighted annual return (XIRR), price return only−10.7 %
Largest peak-to-trough fall in the holding's value, on held closes−73.3 %
Annualised standard deviation of daily returns53.1 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 9.25
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −586 | −23.8 % | KES 3,414 |
| 2017 | KES 16,000 | −826 | −8.3 % | KES 14,588 |
| 2018 | KES 28,000 | −8,244 | −39.1 % | KES 18,344 |
| 2019 | KES 40,000 | +2,045 | +8.2 % | KES 32,389 |
| 2020 | KES 52,000 | −3,771 | −9.7 % | KES 40,618 |
| 2021 | KES 64,000 | −2,669 | −5.7 % | KES 49,949 |
| 2022 | KES 76,000 | +5,696 | +10.1 % | KES 67,645 |
| 2023 | KES 88,000 | +82,427 | +111.2 % | KES 162,072 |
| 2024 | KES 100,000 | +8,512 |