MRPNL

Convexity

The curvature in the price-yield relationship of a bond — measuring how duration itself changes as yields move, improving accuracy of price change estimates.

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Formula

%ΔPrice ≈ −(Modified Duration × ΔYield) + ½ × Convexity × (ΔYield)²

Convexity is the second-order correction to duration. Duration assumes a linear price-yield relationship, but the true relationship is curved (convex). For large yield moves, convexity accounts for the fact that duration underestimates price gains when yields fall and overestimates price losses when yields rise.

All else equal, higher convexity is better for bond holders — a more convex bond gains more when yields fall and loses less when yields rise than a less convex bond with the same duration. Mortgage-backed securities (MBS) have negative convexity because prepayments accelerate when rates fall, capping price appreciation.

#fixed-income#risk#interest-rates

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