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8 years ago, you paid $961 for a $1,000 par bond that has a 7% coupon rate and m

ID: 2621309 • Letter: 8

Question

8 years ago, you paid $961 for a $1,000 par bond that has a 7% coupon rate and makes annual payments. You are selling it today, after receiving 8 coupon payments, for $1099. You reinvested coupons at the 4.3% annual rate. What is your total return? (Report your answer to two decimals, without the % symbol. E.g., if your answer is 5.1538%, enter it as 5.15.)

What is the duration (D) of a 2-year bond with a $54 annual coupon (paid annually), $1,000 par, and a yield of 1.8%? Record your answer to the nearest 0.001 years.

Explanation / Answer

8 years ago, you paid $961 for a $1,000 par bond that has a 7% coupon rate and makes annual payments. You are selling it today, after receiving 8 coupon payments, for $1099. You reinvested coupons at the 4.3% annual rate. What is your total return?

Initial Price of the bond P0 = $961

Par value of bond = $1000

Coupon rate 7% per annum = 7% * $1000 = $70 per annum

The coupons are reinvested at 4.3% per annum and bond is sold at $1099, therefore total value of investments today is

Year (t)

Cash Flow from coupon payments and maturity amount (CF)

CF are reinvested 4.3% [FV=CF*(1+4.3%)^(8-t)]

1

$70.0

$93.99

2

$70.0

$90.12

3

$70.0

$86.40

4

$70.0

$82.84

5

$70.0

$79.42

6

$70.0

$76.15

7

$70.0

$73.01

8

$70.0

$70.00

8

$1,099.0

$1,099.00

Sum

$1,750.93

Total Value of investment?

Total return =

82.1989%

Total return = (Total Value of investment - Initial Price of the bond)/ Initial Price of the bond *100

= ($1,750.93 - $961)/ $961 *100

= 82.1989%

Annual return = (1+82.1989%) ^ (1/8) -1

= 1.077875 -1

= 0.077875 or 7.7875%

What is the duration (D) of a 2-year bond with a $54 annual coupon (paid annually), $1,000 par, and a yield of 1.8%?

The duration (D) Calculation:

Year (t)

Cash Flow from coupon payments and maturity amount (CF)

Present value (PV) of CF discounted at 1.8% [PV=CF/(1+1.8%)^t]

PV *t

1

$54.0

$53.05

$53.05

2

$54.0

$52.11

$104.21

2

$1,000.0

$964.95

$1,929.90

Sum

$1,070.10

$2,087.16

Bond's Price?

Duration D = Sum of (PV*t)/Bond's Price =

$2,087.16/$1,070.10

1.950

Years

The duration (D) is 1.950 years

Year (t)

Cash Flow from coupon payments and maturity amount (CF)

CF are reinvested 4.3% [FV=CF*(1+4.3%)^(8-t)]

1

$70.0

$93.99

2

$70.0

$90.12

3

$70.0

$86.40

4

$70.0

$82.84

5

$70.0

$79.42

6

$70.0

$76.15

7

$70.0

$73.01

8

$70.0

$70.00

8

$1,099.0

$1,099.00

Sum

$1,750.93

Total Value of investment?

Total return =

82.1989%

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