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yield advantage and curves

24/10/2009 by admin

Yield Advantage
As between shares and convertible debentures of the same company, the yield on the debentures may be higher than the dividend on shares,  one may therefore go in for the convertible debentures for the yield advantage.

Yield Curve
it is a graph showing yield on the axis Y and period of maturity on the axis X, for fixed – income investments of the same kind, i.e., government bonds, debentures, or other loan instruments. These curves may be ascending, i.e., long – term securities yielding more than short – term securities or descending, i.e., short – term securities yielding more than long – term ones (in which case it is a negative yield curve), or flat, showing that both short – term and long – term yields are the same.

Yield Gap
The difference between the average annual yield on equity dividends and the average annual yield of long – term gilt – edged securities. Equities carry a greater risk, over a period of time they have always served as a hedge against inflation. With rising equity prices the dividend yield becomes lower,resulting  in a negative yield gap.

Yield Spread
It is the difference between the DIVIDEND YIELD on shares and the CURRENT YIELD on bonds.

Yield to Maturity
Calculation of the rate of return to an investor in a long – term bond if it is held till maturity. Several elements are taken into consideration in this calculation: the investment, the redemption value, the interest yield, the periodicity of interest payments, and the time to maturity. Also to be taken into account is the present value of the investment and the total returns in terms of the present value, i.e. the total returns have to be discounted against inflationary fall in value, and deduction of income tax on maturity.

Filed Under: General Tagged With: yiel advantage, yield curves, yield gap, yield spread, yield to maturity

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