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.
Safaricom
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 122,290
Worth KES 243,290
Profit as a share of everything put in, over the whole run
+101.1 %
2.0× the money in
Money-weighted annual return (XIRR), dividends reinvested+13.4 %
Largest peak-to-trough fall in the holding's value, on held closes−60.2 %
Annualised standard deviation of daily returns26.6 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 23.89
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −115 | −4.6 % | KES 3,885 |
| 2017 | KES 16,000 | +5,185 | +50.0 % | KES 21,071 |
| 2018 | KES 28,000 | −4,832 | −17.5 % | KES 28,238 |
| 2019 | KES 40,000 | +17,276 | +49.7 % | KES 57,515 |
| 2020 | KES 52,000 | +10,683 | +16.7 % | KES 80,197 |
| 2021 | KES 64,000 | +11,521 | +13.3 % | KES 103,718 |
| 2022 | KES 76,000 | −36,707 | −33.3 % | KES 79,011 |
| 2023 | KES 88,000 | −32,260 | −37.7 % | KES 58,751 |
| 2024 | KES 100,000 | +20,927 |