Backtest
Value over time
KES 1,000 a month in Safaricom since Nov 2016 would be worth
KES 228,849up +89.1 %
0100k200k300k2019202120232025Value 228,849Money in 121,000
Safaricom
- KES 121,000
- I = n × A = 121 × KES 1,000 = KES 121,000
- up +KES 107,849
- Worth KES 228,849
- V − I = 6,790.79 × KES 33.70 − KES 121,000 = +KES 107,849
- up +89.1 %
- 1.9× the money in
- (V − I) ÷ I = +89.1 %; V ÷ I = 1.9×
- up +12.3 %
- Σ CFₜ ÷ (1 + r)^(t ÷ 365) = 0
- down −59.7 %
- min over t of (Vₜ ÷ max(V₀ … Vₜ) − 1)
- 26.7 %
- σ(Pₜ ÷ Pₜ₋₁ − 1) × √252
- 121
- n = 121
- KES 24.09
- I ÷ S = KES 121,000 ÷ 5,022.97 = KES 24.09
Price and purchases
010203040502019202120232025Avg cost 24.09Price 33.70
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016 part | KES 2,000 | down −99 | down −6.7 % | KES 1,901 |
| 2017 | KES 14,000 | up +4,279 | up +51.0 % | KES 18,180 |
| 2018 | KES 26,000 | down −4,436 | down −18.0 % | KES 25,744 |
| 2019 | KES 38,000 | up +15,979 | up +49.5 % | KES 53,723 |
| 2020 | KES 50,000 | up +10,137 | up +16.8 % | KES 75,859 |
| 2021 | KES 62,000 | up +10,884 | up +13.2 % | KES 98,743 |
| 2022 | KES 74,000 | down −35,040 | down −33.3 % | KES 75,703 |
| 2023 | KES 86,000 | down −30,993 | down −37.7 % | KES 56,710 |
| 2024 | KES 98,000 | up +20,260 | up +32.1 % | KES 88,970 |
| 2025 | KES 110,000 | up +71,232 | up +74.6 % | KES 172,202 |
| 2026 part | KES 121,000 | up +45,648 | up +25.7 % | KES 228,849 |
| # | Date | Price paid | Shares | Invested so far |
|---|---|---|---|---|
| 121 | 33.70 | 29.67 | KES 121,000 | |
| 120 | 36.40 | 27.47 | KES 120,000 | |
| 119 | 39.00 | 25.64 | KES 119,000 | |
| 118 | 36.60 | 27.32 | KES 118,000 | |
| 117 | 34.05 | 29.37 | KES 117,000 | |
| 116 | 31.00 | 32.26 | KES 116,000 | |
| 115 | 29.85 | 33.50 | KES 115,000 | |
| 114 | 27.60 | 36.23 | KES 114,000 | |
| 113 | 31.70 | 31.55 | KES 113,000 | |
| 112 | 29.95 | 33.39 | KES 112,000 | |
| 111 | 28.50 | 35.09 | KES 111,000 | |
| 110 | 29.00 | 34.48 | KES 110,000 | |
| 109 | 30.50 | 32.79 | KES 109,000 | |
| 108 | 29.30 | 34.13 | KES 108,000 | |
| 107 | 28.80 | 34.72 | KES 107,000 | |
| 106 | 26.00 | 38.46 | KES 106,000 | |
| 105 | 26.00 | 38.46 | KES 105,000 | |
| 104 | 20.45 | 48.90 | KES 104,000 | |
| 103 | 18.00 | 55.56 | KES 103,000 | |
| 102 | 18.50 | 54.05 | KES 102,000 | |
| 101 | 18.10 | 55.25 | KES 101,000 | |
| 100 | 17.60 | 56.82 | KES 100,000 | |
| 99 | 17.20 | 58.14 | KES 99,000 | |
| 98 | 15.35 | 65.15 | KES 98,000 | |
| 97 | 16.70 | 59.88 | KES 97,000 | |
| 96 | 15.00 | 66.67 | KES 96,000 | |
| 95 | 14.70 | 68.03 | KES 95,000 | |
| 94 | 15.35 | 65.15 | KES 94,000 | |
| 93 | 17.45 | 57.31 | KES 93,000 | |
| 92 | 18.00 | 55.56 | KES 92,000 | |
| 91 | 16.00 | 62.50 | KES 91,000 | |
| 90 | 17.55 | 56.98 | KES 90,000 | |
| 89 | 13.50 | 74.07 | KES 89,000 | |
| 88 | 13.60 | 73.53 | KES 88,000 | |
| 87 | 13.75 | 72.73 | KES 87,000 | |
| 86 | 14.05 | 71.17 | KES 86,000 | |
| 85 | 12.30 | 81.30 | KES 85,000 | |
| 84 | 14.65 | 68.26 | KES 84,000 | |
| 83 | 15.10 | 66.23 | KES 83,000 | |
| 82 | 17.35 | 57.64 | KES 82,000 | |
| 81 | 17.75 | 56.34 | KES 81,000 | |
| 80 | 16.95 | 59.00 | KES 80,000 | |
| 79 | 16.50 | 60.61 | KES 79,000 | |
| 78 | 18.15 | 55.10 | KES 78,000 | |
| 77 | 23.35 | 42.83 | KES 77,000 | |
| 76 | 24.00 | 41.67 | KES 76,000 | |
| 75 | 24.05 | 41.58 | KES 75,000 | |
| 74 | 24.50 | 40.82 | KES 74,000 | |
| 73 | 25.00 | 40.00 | KES 73,000 | |
| 72 | 24.75 | 40.40 | KES 72,000 | |
| 71 | 27.85 | 35.91 | KES 71,000 | |
| 70 | 29.15 | 34.31 | KES 70,000 | |
| 69 | 25.05 | 39.92 | KES 69,000 | |
| 68 | 26.00 | 38.46 | KES 68,000 | |
| 67 | 33.50 | 29.85 | KES 67,000 | |
| 66 | 34.50 | 28.99 | KES 66,000 | |
| 65 | 36.15 | 27.66 | KES 65,000 | |
| 64 | 37.50 | 26.67 | KES 64,000 | |
| 63 | 38.15 | 26.21 | KES 63,000 | |
| 62 | 37.90 | 26.39 | KES 62,000 | |
| 61 | 41.95 | 23.84 | KES 61,000 | |
| 60 | 43.20 | 23.15 | KES 60,000 | |
| 59 | 42.60 | 23.47 | KES 59,000 | |
| 58 | 41.40 | 24.15 | KES 58,000 | |
| 57 | 42.00 | 23.81 | KES 57,000 | |
| 56 | 41.10 | 24.33 | KES 56,000 | |
| 55 | 40.50 | 24.69 | KES 55,000 | |
| 54 | 37.05 | 26.99 | KES 54,000 | |
| 53 | 38.70 | 25.84 | KES 53,000 | |
| 52 | 35.15 | 28.45 | KES 52,000 | |
| 51 | 34.25 | 29.20 | KES 51,000 | |
| 50 | 32.30 | 30.96 | KES 50,000 | |
| 49 | 31.25 | 32.00 | KES 49,000 | |
| 48 | 29.80 | 33.56 | KES 48,000 | |
| 47 | 29.90 | 33.44 | KES 47,000 | |
| 46 | 26.85 | 37.24 | KES 46,000 | |
| 45 | 28.70 | 34.84 | KES 45,000 | |
| 44 | 28.75 | 34.78 | KES 44,000 | |
| 43 | 29.50 | 33.90 | KES 43,000 | |
| 42 | 26.90 | 37.17 | KES 42,000 | |
| 41 | 28.10 | 35.59 | KES 41,000 | |
| 40 | 30.80 | 32.47 | KES 40,000 | |
| 39 | 31.30 | 31.95 | KES 39,000 | |
| 38 | 29.40 | 34.01 | KES 38,000 | |
| 37 | 30.30 | 33.00 | KES 37,000 | |
| 36 | 27.55 | 36.30 | KES 36,000 | |
| 35 | 28.05 | 35.65 | KES 35,000 | |
| 34 | 27.55 | 36.30 | KES 34,000 | |
| 33 | 28.15 | 35.52 | KES 33,000 | |
| 32 | 27.65 | 36.17 | KES 32,000 | |
| 31 | 29.55 | 33.84 | KES 31,000 | |
| 30 | 27.90 | 35.84 | KES 30,000 | |
| 29 | 26.10 | 38.31 | KES 29,000 | |
| 28 | 25.50 | 39.22 | KES 28,000 | |
| 27 | 22.25 | 44.94 | KES 27,000 | |
| 26 | 23.75 | 42.11 | KES 26,000 | |
| 25 | 23.25 | 43.01 | KES 25,000 | |
| 24 | 24.00 | 41.67 | KES 24,000 | |
| 23 | 27.75 | 36.04 | KES 23,000 | |
| 22 | 27.75 | 36.04 | KES 22,000 | |
| 21 | 29.00 | 34.48 | KES 21,000 | |
| 20 | 28.50 | 35.09 | KES 20,000 | |
| 19 | 27.25 | 36.70 | KES 19,000 | |
| 18 | 31.25 | 32.00 | KES 18,000 | |
| 17 | 29.50 | 33.90 | KES 17,000 | |
| 16 | 29.75 | 33.61 | KES 16,000 | |
| 15 | 26.75 | 37.38 | KES 15,000 | |
| 14 | 27.50 | 36.36 | KES 14,000 | |
| 13 | 25.75 | 38.83 | KES 13,000 | |
| 12 | 24.50 | 40.82 | KES 12,000 | |
| 11 | 24.25 | 41.24 | KES 11,000 | |
| 10 | 23.75 | 42.11 | KES 10,000 | |
| 9 | 22.75 | 43.96 | KES 9,000 | |
| 8 | 22.50 | 44.44 | KES 8,000 | |
| 7 | 19.50 | 51.28 | KES 7,000 | |
| 6 | 18.45 | 54.20 | KES 6,000 | |
| 5 | 17.05 | 58.65 | KES 5,000 | |
| 4 | 18.55 | 53.91 | KES 4,000 | |
| 3 | 19.00 | 52.63 | KES 3,000 | |
| 2 | 19.95 | 50.13 | KES 2,000 | |
| 1 | 20.25 | 49.38 | KES 1,000 |
Safaricom: 17 dividends reinvested at the close of each ex-date, gross of withholding tax.
1 dividend row for Safaricom without a usable date is not included.
No brokerage, CDS or other fees are deducted.
Past performance is not a forecast. Nothing here is investment advice.
KES 1,000 a month in Safaricom since Nov 2016 would be worth KES 228,849