medium · Debt Capital Markets

A trader holds a 5-year bond yielding 4.50% that is financed in the repo market at a rate of 3.25%. The current 4-year yield on the same curve is 4.10%, and the bond's modified duration at the one-year horizon will be approximately 3.65.

What is the total expected return from carry and roll-down over a one-year horizon, assuming the yield curve remains static?

  1. 0.40%
  2. 2.71%
  3. 1.65%
  4. 1.25%

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