CFA Level IFixed IncomeMedium

A 3-year annual-pay bond has an 8% coupon rate, a face value of $1,000, and a yield to maturity of 8%. The bond's Macaulay duration (in years) is closest to:

  1. A2.50
  2. B2.78
  3. C3.00
  4. D2.00
Show answer & explanation

Correct answer: B. 2.78

Since coupon = YTM, price = par = $1,000. PVs: Year1: 80/1.08=74.07; Year2: 80/1.08^2=68.59; Year3: 1,080/1.08^3=857.34; sum=1,000.00. Weighted time = (74.07×1 + 68.59×2 + 857.34×3)/1,000 = (74.07+137.17+2572.02)/1,000 = 2,783.27/1,000 = 2.78 years.

Why the other options are wrong

  • A. Underestimates duration; the final payment dominates the weighted average.
  • C. Equals maturity, which would only be true for a zero-coupon bond.
  • D. Too low; ignores the heavy weighting of the large final cash flow.

Macaulay Duration

The weighted-average time (in years) until a bond's cash flows are received, with weights equal to the present value of each cash flow as a fraction of the bond's total price.

  • For a zero-coupon bond, Macaulay duration equals maturity
  • Higher coupons reduce Macaulay duration versus maturity
  • Used as the basis for modified duration = MacDur/(1+YTM/m)

Memory trick: Duration is the time-weighted balance point of cash flows.

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