Glossary term

Yield to maturity

Yield to maturity is a bond yield estimate based on price, coupon payments, face value, and time to maturity.

Plain meaning

What yield to maturity means

Yield to maturity, often shortened to YTM, is the annualized rate implied by a bond's current price and scheduled cash flows if the bond is held to maturity under the model assumptions.

Formula role

How OpenBook uses it

OpenBook calculators estimate yield to maturity from the entered bond price, face value, coupon rate or coupon payment, payment frequency, and remaining time to maturity.

Common limitation

What the estimate leaves out

A simplified YTM estimate assumes scheduled payments occur as entered. It does not by itself model default risk, reinvestment rates, taxes, transaction costs, call features, or selling before maturity.