Bond Duration Calculator
The Bond Duration Calculator helps investors determine the bond duration, a measure of the weighted average time until the bond's cash flows are received.
Duration indicates a bond's sensitivity to changes in interest rates; a higher duration signifies greater sensitivity.
This tool is essential for assessing risk and managing bond portfolios.
Plain Text Formula:
Coupon Payment: Coupon Payment = Face Value of Bond × Annual Coupon Rate / Frequency of Coupon Payments
Present Value of Each Coupon Payment: PV(Coupon Payment) = Coupon Payment / (1 + YTM / Frequency of Coupon Payments)^t where t is the period number (from 1 to Total Periods).
Present Value of Face Value: PV(Face Value) = Face Value of Bond / (1 + YTM / Frequency of Coupon Payments)^Total Periods
Bond Price: Bond Price = Σ [PV(Coupon Payment)] + PV(Face Value)
Weighted Present Value of Each Coupon Payment: Weighted PV(Coupon Payment) = t × PV(Coupon Payment)
Weighted Present Value of Face Value: Weighted PV(Face Value) = Total Periods × PV(Face Value)
Bond Duration: Bond Duration = (Σ [Weighted PV(Coupon Payment)] + Weighted PV(Face Value]) / Bond Price
Step-by-Step Guide with Real-Life Example:
Inputs:
Face Value of Bond: $1,000
Annual Coupon Rate: 5%
Years to Maturity: 10
Frequency of Coupon Payments: 2 (semi-annual)
Yield to Maturity (YTM): 4%
Calculate Coupon Payment: Coupon Payment = (1,000 × 0.05) / 2 = 25
Calculate Present Value of Each Coupon Payment: For t = 1 to 20 (10 years × 2 payments per year): PV(Coupon Payment) = 25 / (1 + 0.04 / 2)^t (Repeat for each period and sum the results.)
Calculate Present Value of Face Value: PV(Face Value) = 1,000 / (1 + 0.04 / 2)^20 ≈ 456.39
Calculate Bond Price: Bond Price = Σ PV(Coupon Payment) + 456.39 (Sum the present values of all coupon payments and add the PV of Face Value.)
Calculate Weighted Present Value of Each Coupon Payment: Weighted PV(Coupon Payment) = t × PV(Coupon Payment) (Calculate for each period and sum.)
Calculate Weighted Present Value of Face Value: Weighted PV(Face Value) = 20 × 456.39
Calculate Bond Duration: Bond Duration = (Σ Weighted PV(Coupon Payment) + Weighted PV(Face Value)) / Bond Price (Compute the weighted values and divide by the Bond Price.)
Facts:
Bond Duration
measures interest rate risk; a higher duration means greater price sensitivity to rate changes.
Macaulay Duration
is the weighted average time until cash flows are received.
Modified Duration
, which adjusts Macaulay Duration for yield changes, directly measures price sensitivity to interest rate fluctuations.
FAQ:
Why is bond duration important?
Bond duration helps investors understand how sensitive a bond’s price is to changes in interest rates. It’s crucial for managing interest rate risk in a bond portfolio.
How does duration affect bond prices?
A higher duration indicates greater sensitivity to interest rate changes, meaning the bond's price will fluctuate more with rate changes. Conversely, a lower duration suggests less sensitivity.
What is the difference between Macaulay Duration and Modified Duration?
Macaulay Duration is the weighted average time until cash flows are received. Modified Duration adjusts this measure to reflect the bond's price sensitivity to interest rate changes.
Can bond duration be negative?
No, bond duration cannot be negative. It is always positive or zero, reflecting the time-weighted average until cash flows are received.
How does coupon frequency affect duration?
The more frequent the coupon payments, the lower the bond's duration, as more cash flows are received sooner, reducing the bond's price sensitivity to interest rate changes.