Ch.10 · Benchmarks and Performance Evaluation · hard

What is 'credit spread' in debt markets and how does it affect debt fund returns?

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EXPLANATION

Credit spread is the yield premium a corporate bond offers over a risk-free government bond of equal maturity. It compensates investors for credit risk. When credit spreads widen (increase), it reflects increased risk perception — existing bond prices fall, hurting debt fund NAVs. When spreads tighten, bond prices rise, benefiting the fund.

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