hard · Asset-Backed Securities

An auto loan pool includes 72-month and 84-month loans. How does this 'term extension' typically affect the expected loss curve compared to a 60-month pool?

  1. The loss curve becomes a flat horizontal line because the borrower base is more stable.
  2. The recovery rate increases because the cars are newer.
  3. Losses peak later and remain elevated for a longer period because the loans stay 'underwater' (LTV > 100%) longer.
  4. Losses are front-loaded because the monthly payments are higher.

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