Discount Yield

Discount yield is a face-value-based quote for short-term bills, distinct from the investor's price-based return, investment yield, and effective yield.

Discount yield, also called bank discount yield, is an annualized quotation that divides a bill’s discount from face value by its face value, not by the price paid. The U.S. Treasury bill convention uses a 360-day year.

It is a way to translate a bill’s price into a rate. It is not the same as the investor’s return on cash invested, an effective annual yield, or the discount rate used in every other financial calculation.

Key Takeaways

  • Bank discount yield uses face value as its denominator and, for U.S. Treasury bills, a 360-day annualization basis.
  • Holding-period return uses the actual purchase price and covers the actual investment period.
  • Different annualization conventions can give different percentages for the same bill.
  • The bill’s maturity payment includes the return of invested capital, not just income.
  • An early sale, transaction costs, or failure to pay can change the investor’s realized result.

The Discount-Yield Formula

For a bill with one maturity payment and no interim coupons:

$$ d=\frac{F-P}{F}\frac{360}{D} $$

Here, (d) is the annualized discount yield as a decimal, (F) is face value, (P) is the bill’s price, and (D) is the number of days from settlement to maturity.

Rearranging gives the price implied by the quote:

$$ P=F\left(1-d\frac{D}{360}\right) $$

Enter a 6% quote as 0.06, not 6. The days remaining are measured from settlement, which need not be the day the order was placed.

TreasuryDirect’s pricing explanation provides this quote-to-price relationship. The 360 is a quotation convention; it does not mean the investor actually holds the bill for 360 days.

Worked Example: A 60-Day Bill Quoted at 6%

Assume a hypothetical bill has $10,000 face value and 60 days remaining to maturity. Its price is $9,900, and there are no fees or taxes.

$$ d=\frac{10{,}000-9{,}900}{10{,}000} \frac{360}{60}=0.06=6.00\% $$

The reverse calculation confirms the price:

$$ P=10{,}000\left(1-0.06\frac{60}{360}\right)=9{,}900 $$

If the bill pays face value at maturity, the investor receives $10,000 after paying $9,900. The gain is $100, not 6% of $10,000 and not the entire maturity payment.

The return on the purchase outlay over those 60 days is:

$$ R_{60}=\frac{100}{9{,}900}\approx1.0101\% $$

This holding-period return is not annualized.

Four Rates for the Same Bill

Using a 365-day year for the price-based annualizations in this example:

MeasureCalculation basisResult
Bank discount yield$100 gain / $10,000 face value, multiplied by 360/606.0000%
Holding-period return$100 gain / $9,900 invested1.0101% over 60 days
Simple annualized investment yieldHolding-period return multiplied by 365/606.1448%
Effective annual equivalentCompound the 60-day wealth ratio over a 365-day year6.3047%

The last two calculations are:

$$ y_{\text{simple}}=\frac{F-P}{P}\frac{365}{D} $$
$$ y_{\text{effective}}= \left(\frac{F}{P}\right)^{365/D}-1 $$

The effective figure expresses the short-period result on a compound annual basis. Actually earning it over a year would require suitable reinvestment opportunities; the bill does not promise that future rates will remain available.

The simple investment yield is higher than the discount yield here because it uses the smaller purchase-price denominator and a longer annualization basis. It does not represent an additional payment.

Converting a Discount Quote to an Investment Yield

Substituting the bill-price formula into a simple price-based annualization gives:

$$ y_{\text{simple}}=\frac{dY}{360-dD} $$

Here, (Y) is the number of days in the chosen annualization year. For the example, (d=0.06), (D=60), and (Y=365):

$$ y_{\text{simple}} =\frac{0.06\times365}{360-0.06\times60} \approx6.1448\% $$

This is a conversion between quotation bases, not a change to the bill’s price or payoff.

For U.S. Treasury bills, the official investment-rate calculation distinguishes bills of not more than one half-year to maturity from longer bills. The shorter-bill formula uses price and a 365- or 366-day basis as specified in the auction rules. Longer bills use a coupon-equivalent calculation rather than this simple annualization. See Treasury’s auction formulas, Appendix B, Section VI.

The Bond Equivalent Yield article covers that distinction. Do not label a generic simple annualization as an official investment rate without checking the applicable method.

Why the Instrument and Rate Basis Matter

A bill rate can refer to a Treasury bill, trade bill, or another short-term instrument. The name alone does not establish the quote convention.

Similarly, a coupon-paying bond can trade below face value, but its discount is not its entire return: it also has interim interest payments. Applying the one-payment bill formula would omit those coupons.

TermMeaningImportant distinction
Bank discount yieldFace-value-based bill quotationUses a discount from maturity value
Bond yield to maturityDiscount rate equating price and scheduled paymentsIncludes the timing of coupons and redemption
Current yieldAnnual coupon divided by current priceOmits the gain or loss between price and redemption
Discounted-cash-flow discount rateRate used to value future cash flowsNot necessarily a bank discount quote

A zero-coupon instrument can have a positive return even though its annual cash coupon is zero. Conversely, a price above the single promised maturity payment would imply a negative discount yield in this formula; that observation does not mean every premium-priced coupon bond has a negative return.

Early Sale and Costs: The Quote Is Not the Result

The $100 gain in the example depends on keeping the bill until it pays $10,000.

If it were instead sold after 30 days for $9,850, the investor would have a $50 loss before costs:

$$ R_{30}=\frac{9{,}850-9{,}900}{9{,}900} \approx-0.5051\% $$

That sale return would replace the original hold-to-maturity outcome. The 6% purchase quote would not protect the investor from the loss.

Costs also matter. If a $5 purchase fee raised the outlay to $9,905, receiving $10,000 at maturity would produce a 60-day return of approximately 0.9591%, not 1.0101%. The quoted price and the investor’s all-in cash outlay are different inputs.

Common Mistakes and Limitations

  1. Dividing the discount by price but calling the result bank discount yield.
  2. Replacing 360 with 365 while still claiming to use the U.S. bank-discount convention.
  3. Treating an annualized quote as the percentage paid over a shorter holding period.
  4. Comparing a bill discount quote directly with a compounded deposit APY.
  5. Ignoring the actual settlement date and remaining days to maturity.
  6. Treating all discounted securities as if they have no interim cash flows.

A higher quote does not resolve credit, liquidity, currency, or tax differences. Commercial and trade bills need issuer-specific analysis; they do not become equivalent to Treasury bills because they share a rate convention.

This article is general financial education, not personalized investment, treasury-management, or tax advice.

  • Bill Rate: Instrument-specific context for short-term bill quotations.
  • Treasury Bill: Short-term U.S. Treasury security with a single maturity payment.
  • Bond Equivalent Yield: Price-based quotation for comparison with bond-style yields.
  • Effective Annual Rate: Annual rate that reflects a specified compounding convention.
  • Yield Basis: Denominator, cash-flow, and annualization choices behind a rate.
  • Realized Yield: Actual investment result after payments and proceeds are known.

Check Your Understanding

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FAQs

Is discount yield the same as a central bank's discount rate?

No. Bank discount yield is a quotation for a discount instrument. A central bank’s discount rate concerns lending facilities; the shared word does not make the rates interchangeable.

Does a 6% discount yield mean I earn 6% of the amount invested?

Not over an arbitrary holding period. A bank discount quote is annualized using face value. Calculate the actual gain divided by the price paid, then state the holding period and any annualization convention separately.
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