Interest Rate Risk

IntermediateRisk Management2 min read

Quick Definition

The risk that changes in interest rates will negatively impact the value of fixed-income investments.

What Is Interest Rate Risk?

Interest rate risk is the potential for investment losses resulting from changes in interest rates. It primarily affects bonds and other fixed-income securities.

How Interest Rate Risk Works:

When interest rates rise:

  • Existing bond prices fall
  • New bonds offer higher yields
  • Fixed-rate investments become less attractive

When interest rates fall:

  • Existing bond prices rise
  • New bonds offer lower yields
  • Fixed-rate investments become more valuable

Bond Price/Yield Relationship:

Rate ChangeBond PriceNew Bond Yield
Rates ↑ 1%Price ↓Higher
Rates ↓ 1%Price ↑Lower

Measuring Interest Rate Risk:

Duration:

  • Measures bond price sensitivity to rate changes
  • Higher duration = more interest rate risk
  • A bond with 7-year duration loses ~7% if rates rise 1%

Duration Formula (Simplified): Price Change ≈ -Duration × Yield Change

Factors Affecting Interest Rate Risk:

FactorHigher RiskLower Risk
MaturityLonger (30-year)Shorter (2-year)
CouponLower/Zero couponHigher coupon
Credit QualityInvestment gradeHigh yield

Managing Interest Rate Risk:

  1. Ladder bonds: Stagger maturities
  2. Short duration: Less sensitivity
  3. Floating rate: Adjusts with rates
  4. TIPS: Inflation-protected
  5. Diversify: Mix maturities

Current Relevance: With Fed policy shifts, understanding this risk is crucial for portfolio construction.

Interest Rate Risk Example

  • 1In 2022, as Fed raised rates from 0% to 4.5%, long-term bonds lost over 30%
  • 2A 10-year Treasury with 8-year duration loses 8% if rates rise 1%