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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
03/18/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Floating Rate | FLOT | 0.2% | 0.63% | 1.95% | 3.39% | 8.15% | 2.86% |
Bank Loans | BKLN | 0.13% | 1.07% | 2.16% | 4.08% | 12.69% | 4.03% |
US Total Bond | BND | -1.24% | 0.18% | -0.96% | 3.26% | 1.24% | 0.5% |
Treasury Bills | SHV | 0.1% | 0.39% | 1.24% | 2.65% | 5.06% | 1.89% |
Short Term Treasury | SHY | -0.28% | 0.1% | 0.34% | 2.54% | 2.44% | 1.03% |
Intermediate Treasury | IEF | -1.65% | 0.05% | -1.84% | 2.02% | -2.47% | -0.78% |
10-20Year Treasury | TLH | -2.77% | 0.25% | -3.25% | 2.15% | -5.66% | -1.86% |
20+ Year Treasury | TLT | -3.16% | 0.21% | -5.19% | 1.05% | -9.34% | -3.29% |
Inflation Protected | TIP | -1.1% | 0.06% | -1.02% | 1.7% | 0.42% | 0.01% |
MBS Bond | MBB | -1.39% | 0.19% | -0.92% | 2.81% | 0.63% | 0.26% |
Short Term Credit | IGSB | -0.35% | 0.34% | 0.79% | 4.01% | 5.34% | 2.03% |
Intermediate Term Credit | IGIB | -1.03% | 0.5% | -0.11% | 5.45% | 5.2% | 2.0% |
Long Term Credit | LQD | -1.29% | 0.51% | -1.36% | 5.22% | 4.26% | 1.47% |
High Yield | JNK | -0.18% | 0.91% | 1.49% | 6.73% | 12.63% | 4.32% |
International Treasury | BWX | -1.37% | 1.16% | -1.74% | 4.15% | -1.37% | 0.17% |
Emerging Mkt Bonds | PCY | -1.45% | 1.92% | -0.27% | 10.3% | 15.6% | 5.22% |
International Inflation Protected | WIP | -1.24% | 0.47% | -2.31% | 2.93% | 0.84% | 0.14% |
National Muni | MUB | -0.44% | 0.04% | 0.24% | 4.2% | 3.6% | 1.53% |
California Muni | CMF | -0.35% | 0.2% | 0.44% | 4.54% | 3.9% | 1.75% |
New York Muni | NYF | -0.37% | 0.21% | 0.27% | 4.77% | 4.18% | 1.81% |
Short Term Muni | VWSUX | -0.06% | 0.33% | 0.72% | 2.56% | 3.53% | 1.42% |
Interm Term Muni | VWIUX | -0.36% | 0.33% | 0.52% | 4.65% | 4.17% | 1.86% |
Long Term Muni | VWLUX | -0.36% | 0.47% | 0.75% | 6.2% | 5.41% | 2.49% |
High Yield Muni | VWAHX | -0.37% | 0.78% | 1.4% | 6.8% | 6.54% | 3.03% |
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
03/18/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Consumer Staples | XLP | 0.59% | 3.73% | 6.41% | 7.06% | 6.75% | 4.91% |
Consumer Discretionary | XLY | -0.23% | 0.22% | -0.33% | 5.96% | 27.48% | 6.62% |
Healthcare | XLV | -0.69% | -0.19% | 8.64% | 11.06% | 15.94% | 6.95% |
Utilities | XLU | -0.5% | 4.12% | 0.83% | -0.03% | -2.39% | 0.41% |
Financial | XLF | 0.82% | 3.52% | 10.01% | 18.57% | 33.47% | 13.28% |
Technology | XLK | -0.07% | 2.01% | 7.71% | 22.29% | 44.9% | 15.37% |
Industries | XLI | 0.48% | 3.58% | 8.77% | 17.42% | 27.04% | 11.46% |
Energy | XLE | 3.14% | 7.37% | 9.14% | 0.7% | 21.32% | 8.34% |
Materials | XLB | 0.67% | 6.8% | 7.38% | 13.12% | 20.54% | 9.7% |
Telecom | IYZ | -1.9% | -0.96% | -2.55% | -1.48% | -1.18% | -1.61% |