fixed_income

Roll Down

Roll down is the price- and return effect that occurs when a fixed-rate bond ages along an upward-sloping yield curve, moving toward shorter maturities while yields remain unchanged.

Example: A 7-year note with a 2.5% coupon is purchased near par on a day when the yield curve is upward sloping and yields are stable. Over the next year, as the note ages to about 6 years remaining, its price might rise modestly even if the yield does not change, reflecting roll-down along the curve.

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