Investing term

What is Interest-rate risk?

The risk that rising interest rates push existing bond prices down, forcing a holder who sells before maturity to take a loss.

Interest-rate risk is the danger that rising rates push the market price of existing bonds down. When new bonds are issued at higher rates, your older, lower-coupon bond becomes less attractive, so its price must fall until its yield matches the new market rate — the inverse relationship between bond prices and rates.

Crucially, this risk only bites if you sell before maturity: hold a sound bond to maturity and you still get your face value back, whatever the price did in between. It hits long-duration bonds hardest, because their fixed payments are locked in for longer, so a rate change swings their price more. Interest-rate risk is often the biggest day-to-day driver of high-quality bond prices — more than default risk for a solid issuer — which is why duration is such an important number for bond investors, and why long-dated bonds can post real losses in a rising-rate year.

Rates up, existing bond prices down
90100110rates rise……price fallsrates ↑bond price ↓Rates and bond prices move opposite ways — a paper loss only if you sell before maturity.

When rates rise, newly issued bonds pay more, so your older, lower-coupon bond's price falls until it too yields the market rate. The loss only bites if you sell before maturity, and hits long-duration bonds hardest.

For example

You hold a bond paying 3% when rates rise to 5%; new bonds are more attractive, so your bond's price falls until it too yields 5% — a paper loss you only realise if you sell before maturity.

Learn it by doing

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Why it matters to you

Interest-rate risk matters because it's the reason 'safe' bonds can still lose money in a given year, surprising investors who assumed bonds don't fall. It explains why rising rates hurt existing bondholders, why long-duration bond funds can post double-digit losses, and why duration is the key risk gauge for bonds. Understanding that the risk only matters if you sell before maturity — and that it scales with duration — is what lets you match your bond holdings to your horizon and rate outlook.

Assuming bonds can't lose money

Bonds are steadier than stocks, but rising rates push existing bond prices down, so a bond fund can post real losses in a year — a shock to investors who thought bonds were always safe. The risk is worst for long-duration bonds. Holding to maturity avoids the loss, but a long-duration bond fund sold in a rising-rate year can disappoint sharply.

Frequently asked questions

What is interest-rate risk?

Interest-rate risk is the danger that rising interest rates push the market price of existing bonds down. When new bonds are issued at higher rates, older lower-coupon bonds become less attractive, so their prices fall until their yields match the market — the inverse relationship between bond prices and rates.

Why do bond prices fall when interest rates rise?

Because a bond's coupon is fixed. When rates rise, newly issued bonds pay more, making your older, lower-paying bond less attractive. Its price must fall until its yield matches the new market rate, so a buyer earns the going return. This inverse relationship is the heart of interest-rate risk.

Does interest-rate risk matter if I hold to maturity?

Much less — if you hold a sound bond to maturity, you receive its full face value regardless of how its price moved in between, so the interim price swings don't affect your payout. Interest-rate risk mainly bites if you must sell before maturity, and it hits long-duration bonds the hardest.

Related terms

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