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Funds & Bonds

Bond

A security representing an issuer's borrowing under specified terms.

Plain languagePractical exampleConnected reading
01

What is it?

A security representing an issuer's borrowing under specified terms.

02

Why does it matter?

Coupon, maturity, credit risk and market rates shape total return.

03

How should it be read?

Focus on price, yield to maturity, duration and issuer risk, not only face value.

04

Common mistake

Mistaking the coupon rate for the investor's guaranteed annual return.

IN PRACTICE

A simple example

When market rates rise, an existing fixed-coupon bond generally falls in price.

RELATED CONCEPTS

Follow the connection

DurationYield curveRisk premium
USE THE CONCEPT

Move from knowledge to data

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