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.
Unga
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 61,238
Worth KES 182,238
Profit as a share of everything put in, over the whole run
+50.6 %
1.5× the money in
Money-weighted annual return (XIRR), price return only+7.9 %
Largest peak-to-trough fall in the holding's value, on held closes−52.8 %
Annualised standard deviation of daily returns50.6 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 25.70
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +150 | +6.1 % | KES 4,150 |
| 2017 | KES 16,000 | −1,328 | −12.5 % | KES 14,822 |
| 2018 | KES 28,000 | +6,032 | +28.3 % | KES 32,854 |
| 2019 | KES 40,000 | −4,850 | −12.3 % | KES 40,004 |
| 2020 | KES 52,000 | −2,047 | −4.4 % | KES 49,957 |
| 2021 | KES 64,000 | −7,400 | −13.1 % | KES 54,557 |
| 2022 | KES 76,000 | +9,684 | +15.9 % | KES 76,241 |
| 2023 | KES 88,000 | −37,466 | −45.3 % | KES 50,775 |
| 2024 | KES 100,000 | −5,324 |