User Rating 0.0
Total Usage 0 times
Is this tool helpful?

Your feedback helps us improve.

About

Fixed-income investors often face a discrepancy between the stated interest rate of a bond and the actual return generated by capital invested. The Coupon Rate represents the percentage of the Face Value paid out annually. The Current Yield reflects the return based on the market price paid for the asset. This distinction becomes critical when bonds trade at a discount or a premium to their par value. A bond purchased below par offers a higher effective yield than its coupon suggests. Conversely, a bond purchased above par results in a lower yield. This tool computes that effective return instantly.

Market fluctuations interest rate changes and credit rating adjustments drive bond prices up or down. Comparing bonds solely on Coupon Rate leads to inaccurate income projections. The Current Yield metric normalizes these differences. It allows an investor to evaluate the income efficiency of a bond relative to its acquisition cost. This calculation focuses strictly on income generation and does not account for capital gains or losses held to maturity. It serves as a primary filter for income-focused portfolios.

bond yield fixed income investment calculator coupon rate finance market price

Formulas

The calculation determines the return on investment relative to the current market price rather than the face value. This metric isolates the income component of the bond.

CY = FV × CRP × 100

Where:

  • CY = Current Yield (%)
  • FV = Face Value ($) (Par Value)
  • CR = Annual Coupon Rate (decimal)
  • P = Current Market Price ($)

Alternatively, if the annual payment amount is known:

CY = Annual PaymentMarket Price

Reference Data

Bond TypeFace Value ($)Coupon Rate (%)Annual Payment ($)Market Price ($)Current Yield (%)Status
Treasury Note A10002.5025.00950.002.63Discount
Corporate Bond B10004.0040.001020.003.92Premium
Muni Bond C50003.00150.005000.003.00Par
High Yield D10006.5065.00850.007.65Deep Discount
Utility Bond E10003.7537.50980.003.83Discount
Gov Bond F100001.25125.009200.001.36Discount
Tech Corp G10005.0050.001100.004.55Premium
Bank Note H10003.2032.00990.003.23Discount
Energy Bond I20004.5090.001800.005.00Discount
Pharma Bond J10002.8028.001050.002.67Premium
Retail Bond K10007.0070.001150.006.09Premium
Auto Bond L10003.5035.00900.003.89Discount
Zero Coupon M10000.000.00600.000.00Discount
Convertible N10001.5015.001200.001.25Premium
Sovereign O1000002.002000.0098500.002.03Discount

Frequently Asked Questions

The Coupon Rate is fixed at issuance and determines the dollar amount of interest paid annually. The Current Yield fluctuates as the bond's market price changes. If you buy a bond for less than its face value, your Current Yield will be higher than the Coupon Rate because you paid less for the same income stream.
No. Current Yield strictly measures the income return (interest) relative to the price paid. It does not account for the profit or loss realized if the bond is held to maturity (the difference between Purchase Price and Face Value). For a total return picture, investors use Yield to Maturity (YTM).
A bond trades at a premium when its Current Market Price is higher than its Face Value. This usually happens when the bond's Coupon Rate is higher than current market interest rates. In this scenario, the Current Yield will be lower than the Coupon Rate.
Yes. Zero-coupon bonds pay no annual interest. Therefore, the numerator in the formula is zero, resulting in a Current Yield of 0%. Investors in these bonds earn returns solely through capital appreciation by buying the bond at a deep discount.
The Current Yield changes whenever the market price of the bond changes. Bond prices fluctuate daily based on interest rate movements, the issuer's creditworthiness, and market demand. However, the actual dollar amount of the coupon payment remains constant for fixed-rate bonds.