Quick Definition

A measure of a bond's price sensitivity to interest rate changes, expressed in years, indicating how much the price will move for a 1% change in rates.

What Is Duration?

Duration is the most important risk metric in fixed income investing, measuring a bond's sensitivity to interest rate changes. Technically, Macaulay duration is the weighted average time until a bond's cash flows are received, expressed in years. Modified duration converts this into price sensitivity: a bond with 5 years modified duration will lose approximately 5% of its value if interest rates rise by 1%, or gain 5% if rates fall by 1%. Longer-maturity bonds have higher duration, as do bonds with lower coupon rates (more of the value comes from the distant par payment). A 30-year Treasury bond might have duration around 18-20 years, while a 2-year note has duration close to 2 years. Zero-coupon bonds have the highest duration of all, as their Macaulay duration equals their maturity. Duration is the cornerstone of interest rate risk management — portfolio managers match or adjust duration to control their exposure to rate movements. Dollar duration measures the dollar value change per basis point.

Duration Example

  • 1A bond fund with 6-year duration loses approximately 6% when rates rise 1% — a $100,000 portfolio drops to $94,000
  • 2A 30-year zero-coupon Treasury has duration of 30 years — the most rate-sensitive bond possible, gaining or losing 30% per 1% rate change