CFA Level II ExamFixed IncomeEasy

A fixed-income analyst is evaluating a non-callable, option-free corporate bond with a 6-year maturity, a 5% semiannual coupon rate, and a yield to maturity (YTM) of 4.5%. The analyst wants to calculate the bond's modified duration. Which of the following inputs is NOT directly required for the calculation of modified duration?

  1. ABond's credit rating
  2. BNumber of periods to maturity
  3. CCoupon payments
  4. DYield to maturity (YTM)
Show answer & explanation

Correct answer: A. Bond's credit rating

Modified duration is a measure of a bond's interest rate sensitivity and is calculated using the bond's Macaulay duration and its yield to maturity. The bond's credit rating, while important for credit risk analysis, is not a direct input in the modified duration formula.

Why the other options are wrong

  • B. The number of periods to maturity is necessary to calculate the Macaulay duration.
  • C. Coupon payments are necessary to calculate the Macaulay duration, which is a component of modified duration.
  • D. Yield to maturity is a direct input in the modified duration formula.

Modified Duration Calculation

Modified duration measures the price sensitivity of a bond to a change in its yield to maturity, assuming the cash flows do not change.

  • It is derived from Macaulay duration.
  • It requires coupon payments, YTM, and periods to maturity.
  • It does not directly use credit rating or market price as inputs for its calculation.

Memory trick: My Duration Needs Yield and Coupons, Not Credit.

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