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Bond Fundamentals

Total questions: 20

Worksheet time: 10mins

Name
Class
Date
1.

Which of the following correctly describes a debenture in the United States?

a)

A secured bond backed by real property

b)

An unsecured corporate bond

c)

A short-term government note

d)

A convertible preferred share

2.

Which bond type pays interest that depends on royalties from an asset such as a film or book?

a)

Catastrophe bond

b)

Indexed bond

c)

Asset-backed bond

d)

Inverse floater

3.

A bond callable only after five years is said to have which feature?

a)

Deferred call

b)

Noncallable

c)

Nonrefunding

d)

Convertible

4.

The relationship between bond price and yield is:

a)

Linear and positive

b)

Non-linear and convex

c)

Constant

d)

Inverse and linear

5.

What is the yield on a bond if its coupon rate equals its market yield?

a)

Premium

b)

Discount

c)

At par

d)

Zero-coupon

6.

Which of the following statements about high-yield (junk) bonds is TRUE?

a)

They are rated BBB or above

b)

They are also called speculative bonds

c)

They offer lower returns than investment-grade bonds

d)

They are always issued by governments

7.

The risk that an issuer will not make interest or principal payments is known as:

a)

Liquidity risk

b)

Market risk

c)

Default risk

d)

Call risk

8.

The yield to maturity (YTM) assumes:

a)

The bond is sold before maturity

b)

All coupons are reinvested at the YTM rate

c)

The bond has a floating coupon rate

d)

There are no reinvestments

9.

The market price of a zero-coupon bond will always be:

a)

Greater than par

b)

Equal to par

c)

Less than par

d)

The same as its coupon rate

10.

In a corporate bond quote, the 'spread' usually represents:

a)

Difference between coupon and par value

b)

Difference between YTM of a corporate and a government bond

c)

Difference between bid and ask price

d)

Change in bond price

11.

A sinking fund provision:

a)

Increases the bond’s maturity value

b)

Requires periodic repayment of principal

c)

Converts debt into equity

d)

Allows the issuer to skip interest payments

12.

Eurobonds are:

a)

Bonds issued by the EU

b)

Bonds denominated in multiple currencies

c)

Bonds underwritten by international syndicates and sold in several markets

d)

Bonds issued in euros only

13.

Which yield measure best captures the investor's total return if the bond is sold early?

a)

Nominal yield

b)

Current yield

c)

Yield to maturity

d)

Realized (horizon) yield

14.

When computing accrued interest, the investor pays:

a)

Only the bond’s clean price

b)

Clean price minus accrued interest

c)

Clean price plus accrued interest

d)

Face value only

15.

The difference between secured and unsecured bonds is mainly related to:

a)

Coupon frequency

b)

Collateral backing

c)

Issuer’s size

d)

Marketability

16.

Which of the following correctly pairs the rating agency with its investment grade threshold?

a)

Moody’s: Ba and above

b)

S&P: BB and above

c)

Moody’s: Baa and above

d)

S&P: B and above

17.

The main purpose of bond ratings is to:

a)

Indicate price volatility

b)

Reflect credit risk and default probability

c)

Determine coupon frequency

d)

Calculate yield spreads

18.

Which of the following features best protects bondholders from excessive new debt issuance?

a)

Call premium

b)

Dividend restriction

c)

Subordination clause

d)

Conversion option

19.

A bond with a coupon rate lower than the market yield will trade at:

a)

Premium

b)

Discount

c)

Par

d)

Face value

20.

The yield to call differs from the yield to maturity mainly in:

a)

The timing and price used for redemption

b)

The calculation method

c)

The type of coupon

d)

The reinvestment assumption