FIXED-INCOME-BASICS5 MIN READ
Why Did My Bond Fund Lose Money?
Explain a bond fund's NAV decline using duration, income, and fund structure.
Diane D Client A Acknowledge E Explain F Fit The moment 20 sec Client concern Diane sees a 5.8% decline in her bond fund and worries the safe part of her portfolio failed. If you over-reassure, you lose credibility. If you over-alarm, you miss the actual rate-risk mechanism. -5.8% fund NAV monthly income paid
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