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.
Williamson Tea
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
−KES 4,425
Worth KES 116,575
Profit as a share of everything put in, over the whole run
−3.7 %
0.96× the money in
Money-weighted annual return (XIRR), price return only−0.7 %
Largest peak-to-trough fall in the holding's value, on held closes−58.6 %
Annualised standard deviation of daily returns36.9 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 160.11
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +20 | +0.8 % | KES 4,020 |
| 2017 | KES 16,000 | −1,477 | −14.0 % | KES 14,543 |
| 2018 | KES 28,000 | −777 | −3.7 % | KES 25,767 |
| 2019 | KES 40,000 | −2,001 | −6.2 % | KES 35,765 |
| 2020 | KES 52,000 | −1,943 | −4.6 % | KES 45,822 |
| 2021 | KES 64,000 | −801 | −1.5 % | KES 57,021 |
| 2022 | KES 76,000 | +14,851 | +23.4 % | KES 83,873 |
| 2023 | KES 88,000 | +26,080 | +28.9 % | KES 121,953 |
| 2024 | KES 100,000 | +10,431 |