BondStats
Learn / Formula / Weighted Average Maturity
PORTFOLIO RISK

Weighted Average Maturity

Summarizes average time to maturity using chosen portfolio weights.

Formula

WAM = Σ(w_i × maturity_i)

Variables: Principal/market weights; maturities

What it means

Summarizes average time to maturity using chosen portfolio weights.

Example

Equal 2-year and 6-year positions have WAM 4 years.

How to interpret it

This concept should be read together with its market convention, measurement horizon and underlying instrument. BondStats presents it as an analytical reference rather than investment advice; instrument documentation and primary market rules remain authoritative.

BondStats reference content is independently written. Mathematical relationships, abbreviations and market conventions are presented for educational and analytical use.