Reinvestment Risk

IntermediateBonds & Fixed Income2 min read

Quick Definition

The risk that cash flows from a bond (coupons or principal) will be reinvested at lower interest rates than the original investment.

Key Takeaways

  • Risk of reinvesting cash flows at lower rates when rates decline
  • Particularly affects callable bonds and mortgage-backed securities
  • Zero-coupon bonds eliminate reinvestment risk entirely
  • Works opposite to price risk — falling rates hurt reinvestment but boost prices

What Is Reinvestment Risk?

Reinvestment risk is the possibility that an investor will not be able to reinvest the periodic coupon payments or returned principal at a rate equal to the bond's current yield. This risk is most significant when interest rates decline, forcing investors to put their cash flows to work at lower rates. Reinvestment risk particularly affects callable bonds (which return principal early when rates fall), mortgage-backed securities (due to prepayments), and high-coupon bonds (which generate more cash flow requiring reinvestment). Zero-coupon bonds eliminate reinvestment risk entirely because they make no interim payments — the investor's return is locked in at purchase. Reinvestment risk works in opposition to price risk: falling rates hurt reinvestment but boost bond prices.

Reinvestment Risk Example

  • 1An investor earning 6% coupons in 2024 faces reinvestment risk if rates drop to 3% — each coupon payment now earns half as much when reinvested
  • 2Zero-coupon bonds eliminate reinvestment risk since there are no interim cash flows to reinvest