CFA Level IFixed IncomeEasy

A bond has a 5% annual coupon rate and a face value of $1,000. It is currently trading at a market price of $950. The bond's current yield is closest to:

  1. A5.56%
  2. B5.26%
  3. C5.00%
  4. D4.76%
Show answer & explanation

Correct answer: B. 5.26%

Current yield = Annual coupon payment / Current market price = $50 / $950 = 5.263%, closest to 5.26%.

Why the other options are wrong

  • A. This overstates the yield; recompute $50/$950 carefully.
  • C. This is the coupon rate, not the current yield, which differs since the bond trades below par.
  • D. This would result from dividing price by coupon rather than coupon by price.

Current Yield

A bond's annual coupon payment divided by its current market price, ignoring capital gains/losses and time value of money.

  • Current yield rises above coupon rate when bond trades at a discount
  • Ignores reinvestment and price appreciation to maturity
  • Simplest yield measure, least comprehensive

Memory trick: Current yield: coupon over price, nothing nice.

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