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360° Market Overview
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MyPlanIQ 360 Degree Market Overview
Other than indicated, performance data are based on daily closing prices
Major Asset Classes Trend | Fixed Income Assets Trend |
Global Stocks Trend | Dividend Stock ETF Trend |
Commodities Trend | Currencies Trend |
US Equity Style Trend | US Sectors Trend |
Major Asset Classes Trend
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Fixed Income Assets Trend
05/17/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Floating Rate | FLOT | 0.06% | 0.45% | 1.69% | 3.54% | 7.03% | 2.56% |
Bank Loans | BKLN | 0.09% | 1.28% | 2.46% | 5.05% | 11.33% | 4.04% |
US Total Bond | BND | 0.6% | 1.75% | 0.62% | 3.44% | 2.19% | 1.72% |
Treasury Bills | SHV | 0.1% | 0.39% | 1.24% | 2.57% | 5.26% | 1.91% |
Short Term Treasury | SHY | 0.17% | 0.63% | 0.66% | 2.06% | 3.03% | 1.31% |
Intermediate Treasury | IEF | 0.66% | 1.79% | 0.18% | 2.31% | -1.55% | 0.68% |
10-20Year Treasury | TLH | 1.16% | 2.75% | 0.21% | 4.34% | -3.25% | 1.04% |
20+ Year Treasury | TLT | 1.41% | 2.87% | -0.49% | 3.5% | -6.17% | 0.22% |
Inflation Protected | TIP | 0.5% | 1.42% | 1.12% | 3.02% | 1.23% | 1.46% |
MBS Bond | MBB | 0.62% | 2.13% | 0.58% | 3.35% | 1.66% | 1.67% |
Short Term Credit | IGSB | 0.29% | 1.14% | 1.15% | 3.68% | 5.29% | 2.31% |
Intermediate Term Credit | IGIB | 0.81% | 2.29% | 1.36% | 5.37% | 5.74% | 3.11% |
Long Term Credit | LQD | 0.83% | 2.48% | 0.87% | 4.99% | 5.0% | 2.83% |
High Yield | JNK | 0.5% | 2.19% | 2.0% | 6.75% | 11.05% | 4.5% |
International Treasury | BWX | 0.87% | 1.69% | -0.24% | 0.5% | -1.4% | 0.29% |
Emerging Mkt Bonds | PCY | 1.19% | 3.79% | 4.27% | 11.71% | 17.0% | 7.59% |
International Inflation Protected | WIP | 1.33% | 3.84% | 0.98% | 2.16% | 2.8% | 2.22% |
National Muni | MUB | -0.18% | 0.38% | -0.46% | 3.2% | 3.7% | 1.33% |
California Muni | CMF | -0.19% | 0.45% | -0.42% | 3.2% | 3.76% | 1.36% |
New York Muni | NYF | -0.13% | 0.58% | -0.15% | 3.6% | 3.91% | 1.56% |
Short Term Muni | VWSUX | 0.0% | 0.47% | 0.69% | 2.18% | 3.9% | 1.45% |
Interm Term Muni | VWIUX | 0.0% | 0.7% | 0.1% | 3.8% | 4.23% | 1.77% |
Long Term Muni | VWLUX | 0.09% | 1.13% | 0.31% | 5.51% | 5.58% | 2.52% |
High Yield Muni | VWAHX | 0.19% | 1.36% | 1.03% | 6.89% | 6.79% | 3.25% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
11/06/2023Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
US Dollar Bearish | UDN | 0.87% | 1.09% | -2.36% | -2.21% | 6.98% | 0.87% |
Australia Dollar | FXA | 1.79% | 1.28% | -0.98% | -3.72% | 1.15% | -0.1% |
British Pound | FXB | 1.49% | 1.07% | -2.72% | -0.68% | 9.82% | 1.79% |
Canadian Dollar | FXC | 0.96% | -0.62% | -1.81% | -1.26% | 0.47% | -0.45% |
Euro | FXE | 1.02% | 1.59% | -2.05% | -1.64% | 8.48% | 1.48% |
Swiss Franc | FXF | 0.28% | 0.79% | -2.87% | -1.12% | 9.7% | 1.36% |
Japanese Yen | FXY | -0.66% | -1.04% | -5.03% | -10.18% | -2.72% | -3.93% |
Chinese Yuan | CYB | -100.0% | -100.0% | -100.0% | -100.0% | -100.0% | -100.0% |
US Equity Style Trend
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US Sectors Trend
05/16/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Consumer Staples | XLP | 1.58% | 6.35% | 7.94% | 14.37% | 6.36% | 7.32% |
Consumer Discretionary | XLY | -0.71% | 3.81% | -1.06% | 7.51% | 17.24% | 5.36% |
Healthcare | XLV | 1.91% | 5.49% | 0.97% | 14.55% | 13.56% | 7.3% |
Utilities | XLU | 1.32% | 12.17% | 18.89% | 18.42% | 12.91% | 12.74% |
Financial | XLF | 1.22% | 5.9% | 6.46% | 22.16% | 31.14% | 13.38% |
Technology | XLK | 3.67% | 7.99% | 4.01% | 16.34% | 35.84% | 13.57% |
Industries | XLI | -0.32% | 3.73% | 5.76% | 20.32% | 27.26% | 11.35% |
Energy | XLE | -0.74% | -0.2% | 10.26% | 14.9% | 22.57% | 9.36% |
Materials | XLB | -0.39% | 2.63% | 8.24% | 15.25% | 18.88% | 8.92% |
Telecom | IYZ | 2.88% | 5.78% | -1.54% | 4.29% | 2.89% | 2.86% |