One of the most popular measures of bond yield is yield to maturity (YTM). Also called book yield or redemption yield, it’s the estimated rate of return an investor can expect from a bond when held ...

Internal rate of return (IRR) and yield to maturity are calculations used by companies to assess investments, but they refer to different things. Here's what each term means, and an example of when it ...

A version of this article was published in the November 2015 issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor here. Flaw of Averages Duration, by itself, is a crude ...

Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician (CMT). Basis price is a way of referring to the price of a fixed-income security that ...

Bond math isn’t always intuitive, but a basic understanding of it lies within most investors’ grasp and can help them stay the course in turbulent markets. From 2021 to 2022, for example, the ...

Interest rates have skyrocketed YTD, leading to wild swings in bond fund yields. Yields can be measured in several different ways too, which further complicates matters. Thought an article looking at ...

Michael Boyle is an experienced financial professional with more than 10 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Timothy Li is a ...

Investing in individual high yield bonds can outperform high yield bond funds by examining reward to risk. Analyzing current high yield bonds can help identify bonds with the highest reward to risk ...

Wall Street has been going into a tailspin due to rising rate worries and stagflation fears. The Federal Reserve increased its benchmark interest rate by half a percentage point last week, matching ...

Use break-even calculations to compare short vs. long-term bonds' potential against future rate rises. The break-even interest rate helps decide if short maturity bonds offset lower yields with future ...