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  • MODULE 24.2: CAPITAL ALLOCATION PRINCIPLES AND REAL OPTIONS

NUMERICALS TO REVISE

INTEREST RATE RISK

Question
Consider a bond that has two years remaining to maturity, a coupon of 4% paid semiannually, and a yield-to-maturity of 4.60%. Assuming it is 63 days into the first coupon period and a 30/360 basis, the bond’s annualized Macaulay duration is closest to:
A. 0.9419 years
B. 1.7666 years
C. 1.9416 years

Given
Face = 100
Coupon = 4% annual → 2% semiannual = 2
YTM = 4.60% annual → 2.30% per period
Coupon period = 180 days
Days elapsed = 63 → time to first CF = (180 − 63)/180 = 0.65 periods

Cash flows and timing

Period Time (periods) CF PV @ 2.3% Weight Time × Weight
1 0.65 2 1.9707 0.0198 0.0129
2 1.65 2 1.9264 0.0193 0.0319
3 2.65 2 1.8830 0.0189 0.0501
4 3.65 102 93.8759 0.9420 3.4383
Total 99.6559 1.0000 3.5331

Macaulay duration
In periods = Σ(Time × Weight) = 3.5331
Annualized = 3.5331 / 2 = 1.7666 years

Answer
B