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.
Express Kenya
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 78,907
Worth KES 199,907
Profit as a share of everything put in, over the whole run
+65.2 %
1.7× the money in
Money-weighted annual return (XIRR), price return only+9.7 %
Largest peak-to-trough fall in the holding's value, on held closes−54.3 %
Annualised standard deviation of daily returns53.9 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 4.25
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | +350 | +14.2 % | KES 4,350 |
| 2017 | KES 16,000 | +1,440 | +13.3 % | KES 17,789 |
| 2018 | KES 28,000 | +6,763 | +27.8 % | KES 36,552 |
| 2019 | KES 40,000 | +13,817 | +32.1 % | KES 62,369 |
| 2020 | KES 52,000 | −32,579 | −47.3 % | KES 41,790 |
| 2021 | KES 64,000 | +5,751 | +11.9 % | KES 59,541 |
| 2022 | KES 76,000 | +12,800 | +19.4 % | KES 84,341 |
| 2023 | KES 88,000 | −19,178 | −21.1 % | KES 77,163 |
| 2024 | KES 100,000 | −1,249 |