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Roll-Down Return

Price change from aging along the curve, assuming yields stay constant.

Roll-down return is the price change from the bond getting closer to maturity and 'rolling down' the yield curve, assuming the curve shape stays unchanged. If the curve is upward-sloping (normal), a 10Y bond yielding 4% becomes a 9Y bond yielding 3.5% after a year — price rises even with no yield change. This is 'positive roll-down.' If the curve is flat, roll-down is zero. If inverted, roll-down is negative. Curve dependency is key: steep curves offer more roll-down; flat curves offer none. For premium bonds (price >100), roll-down competes with pull-to-par (negative); for discount bonds, both effects are positive. Roll-down is a 'free lunch' in upward-sloping curves — you earn it just by holding the bond.

Formula
Roll-Down=PhorizonunchangedPinitialPinitial\text{Roll-Down} = \frac{P_{\text{horizon}}^{\text{unchanged}} - P_{\text{initial}}}{P_{\text{initial}}}
Where
PhorizonP_{\text{horizon}}=Bond price at horizon date
PinitialP_{\text{initial}}=Bond price at purchase
Variables
R_{rolldown}Roll-down return (decimal)
P_T^{unchanged}Clean price at horizon with unchanged yield
P_0Initial clean price
Assumptions
  • Yield to maturity remains constant
  • Bond 'rolls down' the curve as maturity shortens
  • Premium bonds have negative roll-down (pull to par)
  • Discount bonds have positive roll-down (pull to par)
vs. Industry Tools
Bloomberg HRZNSimilar decomposition; may use different interpolation