Bond Key Figures

This section details the main key figures; what they mean and how they are calculated. There are fundamentally two different kinds of key figures; stochastic and deterministic ones. The stochastic key figures are those that require Monte Carlo simulation of interest rate paths and resulting prepayment behavior. The cash flow used is resulting from prepayments as predicted by the prepayment model. The deterministic ones are those that can be computed directly from the rate curves and use cash flow with no prepayments.

Danish Mortgage bonds with embedded optionality (Callable and Fixed Floaters) are modelled with the prepayment model, and thus have option adjusted(OA) key figures. In these cases the prepayment model cash flow and the option adjusted spread(OAS, described below) is used for the estimation. This is embedded where relevant, and thus does not need to be specified when retrieving the key figure values.

Note, all bond key figures available in the library are listed in the BondKeyFigureName class and can be retrieved with the function get_bond_key_figures().

Present Value (PV)

BondKeyFigureName.PresentValue

The present value of a bond, with a spread of z.

\[PV(R, \sigma, z) = E^{Q}_{0}\left[\sum_{i} CF_{i}(R, \sigma) df_{i}(R, z)\right],\]

where:

\(E^{Q}_{0}\) = Expected risk netural values given known information today information

\(R\) = sets of rate curves (both discounting and forward)

\(\sigma\) = represents the swaption volatility in the stochastic rate curve model

\(z\) = the option adjusted spread

\(CF_{i}\) = cash flow at time i

\(df_{i}\) = discount factor at time i

Vega

BondKeyFigureName.Vega

This approximation of vega shows how much the present value changes with respect to the swaption volatility.

\[\nu = \frac{\delta}{\delta \sigma_{ATM}} PV\]

where \(\sigma_{ATM}\) is the at-the-money swaption volatility.

BPV (Basis Point Value)

BondKeyFigureName.BPV

This key figure shows how much the present value of a bond changes with respect to rates.

\[BPV = - \frac{\delta}{\delta R} PV(R)\]

CVX (Convexity)

BondKeyFigureName.CVX

This key figure shows how much the BPV of a bond changes if the rates decrease and increased by \(\Delta\)

\[CVX = \frac{\frac{\delta}{\delta R} PV(R+\Delta) - \frac{\delta}{\delta R} PV(R)}{\Delta}\]

where \(\Delta\) is 30bp for Danish Mortgage Bonds and 20bp for Capped floaters.

Modified duration

BondKeyFigureName.OAModifiedDuration

This key figure shows how much the present value of a bond changes with respect to changes in rates, per invested currency unit.

\[ModDur = \frac{BPV}{\frac{price_{dirty}}{par}}\]

where \(par\) is the bond’s notional (in most cases 100 DKK) and \(price_{dirty}\) is bonds quote + accrued interests.

Theta

BondKeyFigureName.Theta

This key figure measures the drift of the bond price due to the passage of time.

\[\Theta = (r_{0} + spread) price_{dirty}\]

Horizon Return

BondKeyFigureName.HorizonReturn3M

BondKeyFigureName.HorizonReturn6M

BondKeyFigureName.HorizonReturn12M

Forward looking return of holding the bonds for x months while holding all other assumptions fixed.

Historical Return

BondKeyFigureName.HistoricalReturnAccumulated

The accumulated one day return of holding the bond. Starting AccReturn at t=0 is 100%.

\[AccReturn_{t(i)} = Return_{t(i-1)} + Retrun_{t(i)}\]

Accrued Interest

BondKeyFigureName.AccruedInterest

This key figure shows how much interest a bond has accrued since the last coupon payment.

\[AI=c_{term}{t_{i}/t_{p}}\]

where \(c_{term}\) is the coupon for the term in question(e.g.3%=4), \(t_{i}\) the time in years since last coupon payment and \(t_{p}\) the time in years between the last payment and the next.

OA Spreads

BondKeyFigureName.OAS_OIS

Difference between the theoretical price and market price, expressed in terms of a spread to the interest rate curve. The spread of the bond is solved in the following equation:

\[PV (OAS) = price_{dirty}\]

Below are listed other OA spread key figures, which are computed as described above using the relevant discount factor in the PV function.

BondKeyFigureName.OAS_GOV

Yield Curve Spread (YCS)

BondKeyFigureName.YCS_OIS

BondKeyFigureName.YCS_GOV

BondKeyFigureName.YCS_3M

BondKeyFigureName.YCS_6M

Yield curve spreads(YCS) are estimated without taking the prepayment model into account, thus it uses the deterministic PV for estimation:

\[PV(z)_{det} = \sum_{i} CF_{i}^{PP=0} e^{-(r_{i} + z)t_{i}}\]

As with OAS, the YCS is then estimated as:

\[PV (YCS) = price_{dirty}\]

Asset Swap Spread

BondKeyFigureName.AssetSwapSpread

The spread is the pick-up you obtain from swapping the fixed leg into a floating yield compared to an interbank offered rate. The prepayments are calculated as optimal prepayment behaviour. Asset swap spread is only calculated when the price of the bond is below 100.

Payments

Prepayment

BondKeyFigureName.PrePayment

Prepayments are extra ordinary payments that happen when a borrower decides to exercise the prepayment optionality embedded in the Danish Mortgage bond. Prepayments are payed out on settlement date with other scheduled payments.

The bond key figure name BondKeyFigureName.PrepaymentPercentage represents the pre-published payment amount as a percentage of outstanding amount;

Preliminary Prepayment

BondKeyFigureName.PreliminaryPrepayment

The prepayment amount known for the upcoming settlement date. Published weekly, most often on Mondays.

The key figure name BondKeyFigureName.PreliminaryPrepaymentPercentage represents the preliminary pre payment amount as a percentage of outstanding amount.

Payment Scheduled

BondKeyFigureName.PaymentScheduled

Ordinary payment at settlement date.

Payment Total

KeyFigureName.PaymentTotal

Total payment payed out at the settlement date.

\[Scheduled Payment + Prepayment.\]

Outstanding Amount

BondKeyFigureName.OutstandingAmount

Outstanding amount at the settlement date. Given no buy backs or issuance, this amount should decrease by the amount of the Total Payment every settlement date.

The key figure BondKeyFigureName.OutstandingAmountCorrected represents the outstanding amount 2 business days before the settlement date.