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  2. Duration (finance) - Wikipedia

    en.wikipedia.org/wiki/Duration_(finance)

    Consider a bond with a $1000 face value, 5% coupon rate and 6.5% annual yield, with maturity in 5 years. [26] The steps to compute duration are the following: 1. Estimate the bond value The coupons will be $50 in years 1, 2, 3 and 4. Then, on year 5, the bond will pay coupon and principal, for a total of $1050.

  3. Yield to maturity - Wikipedia

    en.wikipedia.org/wiki/Yield_to_maturity

    The yield to maturity (YTM), book yield or redemption yield of a fixed-interest security is an estimate of the total rate of return anticipated to be earned by an investor who buys it at a given market price, holds it to maturity, and receives all interest payments and the capital redemption on schedule. [1][2] It is the theoretical internal ...

  4. Day count convention - Wikipedia

    en.wikipedia.org/wiki/Day_count_convention

    In finance, a day count convention determines how interest accrues over time for a variety of investments, including bonds, notes, loans, mortgages, medium-term notes, swaps, and forward rate agreements (FRAs). This determines the number of days between two coupon payments, thus calculating the amount transferred on payment dates and also the ...

  5. Coupon (finance) - Wikipedia

    en.wikipedia.org/wiki/Coupon_(finance)

    Coupon (finance) In finance, a coupon is the interest payment received by a bondholder from the date of issuance until the date of maturity of a bond. [1] Coupons are normally described in terms of the "coupon rate", which is calculated by adding the sum of coupons paid per year and dividing it by the bond's face value. [2]

  6. Current yield - Wikipedia

    en.wikipedia.org/wiki/Current_yield

    Current yield. The current yield, interest yield, income yield, flat yield, market yield, mark to market yield or running yield is a financial term used in reference to bonds and other fixed-interest securities such as gilts. It is the ratio of the annual interest (coupon) payment and the bond's price:

  7. Bootstrapping (finance) - Wikipedia

    en.wikipedia.org/wiki/Bootstrapping_(finance)

    Given: 0.5-year spot rate, Z1 = 4%, and 1-year spot rate, Z2 = 4.3% (we can get these rates from T-Bills which are zero-coupon); and the par rate on a 1.5-year semi-annual coupon bond, R3 = 4.5%. We then use these rates to calculate the 1.5 year spot rate. We solve the 1.5 year spot rate, Z3, by the formula below:

  8. Interest rate - Wikipedia

    en.wikipedia.org/wiki/Interest_rate

    A discount rate [2] is applied to calculate present value. For an interest-bearing security, coupon rate is the ratio of the annual coupon amount (the coupon paid per year) per unit of par value, whereas current yield is the ratio of the annual coupon divided by its current market price.

  9. Dirty price - Wikipedia

    en.wikipedia.org/wiki/Dirty_price

    A corporate bond has a coupon rate of 7.2% and pays 4 times a year, on 15 January, April, July, and October. It uses the 30/360 US day count convention. A trade for 1,000 par value of the bond settles on January 25. The prior coupon date was January 15. The accrued interest reflects ten days' interest, or $2.00 = (7.2% of $1,000 * (10 days/360 ...