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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
04/23/2024| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.14% | 0.5% | 1.88% | 3.45% | 7.44% | 2.68% |
| Bank Loans | BKLN | 0.66% | 0.66% | 2.12% | 5.36% | 10.65% | 3.89% |
| US Total Bond | BND | 0.57% | -1.8% | -1.45% | 4.96% | -1.24% | 0.21% |
| Treasury Bills | SHV | 0.11% | 0.37% | 1.22% | 2.61% | 5.15% | 1.89% |
| Short Term Treasury | SHY | 0.18% | -0.23% | -0.03% | 2.23% | 2.05% | 0.84% |
| Intermediate Treasury | IEF | 0.56% | -2.39% | -2.51% | 3.71% | -5.24% | -1.17% |
| 10-20Year Treasury | TLH | 0.79% | -3.91% | -3.47% | 6.79% | -9.76% | -1.91% |
| 20+ Year Treasury | TLT | 0.83% | -4.74% | -4.27% | 6.37% | -13.68% | -3.1% |
| Inflation Protected | TIP | 0.51% | -1.01% | -0.72% | 3.62% | -1.84% | 0.11% |
| MBS Bond | MBB | 0.78% | -2.28% | -1.64% | 5.85% | -1.84% | 0.17% |
| Short Term Credit | IGSB | 0.39% | -0.42% | 0.21% | 4.32% | 3.74% | 1.65% |
| Intermediate Term Credit | IGIB | 0.78% | -1.57% | -0.89% | 7.48% | 1.89% | 1.54% |
| Long Term Credit | LQD | 0.87% | -2.24% | -2.09% | 7.79% | 0.09% | 0.88% |
| High Yield | JNK | 1.37% | -0.52% | 0.98% | 9.13% | 8.82% | 3.96% |
| International Treasury | BWX | 0.6% | -2.58% | -2.52% | 3.68% | -4.21% | -1.01% |
| Emerging Mkt Bonds | PCY | 1.98% | -2.3% | 2.33% | 15.8% | 11.31% | 5.82% |
| International Inflation Protected | WIP | 0.98% | -2.25% | -1.1% | 4.9% | -2.59% | -0.01% |
| National Muni | MUB | 0.29% | -0.7% | -0.13% | 6.57% | 1.83% | 1.57% |
| California Muni | CMF | 0.19% | -0.84% | -0.21% | 6.39% | 1.82% | 1.47% |
| New York Muni | NYF | 0.26% | -0.82% | -0.07% | 6.95% | 2.01% | 1.67% |
| Short Term Muni | VWSUX | 0.0% | 0.01% | 0.54% | 2.73% | 3.28% | 1.31% |
| Interm Term Muni | VWIUX | 0.07% | -0.7% | 0.01% | 6.55% | 2.67% | 1.72% |
| Long Term Muni | VWLUX | 0.0% | -1.0% | 0.1% | 9.34% | 3.22% | 2.33% |
| High Yield Muni | VWAHX | 0.09% | -0.91% | 0.83% | 10.48% | 4.35% | 2.97% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
11/06/2023| Description | 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
04/23/2024| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | 3.08% | -0.15% | 4.74% | 12.97% | 1.02% | 4.33% |
| Consumer Discretionary | XLY | -0.36% | -5.38% | -0.45% | 12.86% | 20.39% | 5.41% |
| Healthcare | XLV | 1.89% | -3.07% | 1.31% | 11.59% | 7.49% | 3.84% |
| Utilities | XLU | 5.69% | 4.59% | 10.05% | 14.4% | -1.84% | 6.58% |
| Financial | XLF | 3.89% | -0.65% | 8.16% | 28.77% | 28.54% | 13.74% |
| Technology | XLK | -2.29% | -5.07% | -2.18% | 19.75% | 38.03% | 9.65% |
| Industries | XLI | 1.09% | -0.71% | 9.03% | 25.4% | 26.41% | 12.24% |
| Energy | XLE | 1.82% | 3.87% | 20.16% | 11.74% | 17.43% | 11.0% |
| Materials | XLB | -0.59% | -3.34% | 7.08% | 18.42% | 13.33% | 6.98% |
| Telecom | IYZ | 1.66% | -3.83% | -10.75% | 0.79% | -0.82% | -2.59% |
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