Ch.10 · Benchmarks and Performance Evaluation · medium

What is the relationship between YTM, credit quality, and risk in debt funds?

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EXPLANATION

Higher YTM in a debt fund typically signals either: (1) Lower credit quality bonds (credit risk funds have high YTM due to below-investment-grade holdings); or (2) Longer duration bonds (higher interest rate risk). Investors should not chase high YTM funds without understanding the underlying risk — high YTM comes with higher probability of credit events or NAV volatility.

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