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MyPlanIQ 360 Degree Market Overview

Other than indicated, performance data are based on daily closing prices

Major Asset Classes Trend

02/22/2012
Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
US Stocks VTI 0.98% 2.88% 18.22% 17.19% 5.95% 9.04%
International Developed Stks EFA 1.54% 3.79% 17.79% 5.46% -6.9% 4.34%
Emerging Market Stks VWO 1.19% 4.14% 21.84% 8.35% 0.02% 7.11%
Frontier Market Stks FRN 3.17% 4.57% 19.54% 5.71% 0.77% 6.75%
US Equity REITs VNQ -1.28% -0.9% 18.06% 12.34% 9.31% 7.51%
International REITs RWX 0.22% 2.84% 16.27% 1.01% -3.91% 3.29%
Commodities DBC 2.8% 5.0% 9.49% 0.89% 0.41% 3.72%
Gold GLD 2.87% 3.92% 4.92% 0.75% 25.77% 7.65%
Total US Bonds BND 0.06% 0.5% 0.44% 2.07% 7.81% 2.18%
International Treasury Bonds BWX 0.12% 0.8% 4.12% -2.71% 5.21% 1.51%
Emerging Mkt Bonds PCY 0.54% 3.25% 5.27% 3.94% 13.06% 5.21%
US Credit Bonds CFT 0.02% 1.6% 3.78% 5.77% 10.37% 4.31%
US High Yield Bonds JNK 1.07% 1.03% 11.62% 9.51% 6.42% 5.93%
Mortgage Back Bonds MBB -0.07% 0.4% 1.05% 1.5% 6.27% 1.83%
Municipal Bonds MUB 0.25% 2.01% 7.62% 9.32% 17.7% 7.38%
Intermediate Treasuries IEF -0.53% 0.25% -0.06% 3.49% 15.8% 3.79%
Treasury Bills SHV 0.01% -0.03% -0.02% -0.04% 0.06% 0.0%

Fixed Income Assets Trend

02/22/2012
Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
US Total Bond BND 0.06% 0.5% 0.44% 2.07% 7.81% 2.18%
Treasury Bills SHV 0.01% -0.03% -0.02% -0.04% 0.06% 0.0%
Short Term Treasury SHY -0.04% -0.15% -0.04% -0.02% 1.42% 0.24%
Intermediate Treasury IEF -0.53% 0.25% -0.06% 3.49% 15.8% 3.79%
10-20Year Treasury TLH -0.6% 0.46% -1.53% 5.45% 20.9% 4.94%
20+ Year Treasury TLT -0.69% 0.74% -3.99% 11.62% 33.02% 8.14%
Inflation Protected TIP 0.02% 1.12% 1.77% 5.38% 15.09% 4.68%
MBS Bond MBB -0.07% 0.4% 1.05% 1.5% 6.27% 1.83%
Short Term Credit CSJ 0.22% 0.83% 1.89% 1.59% 2.37% 1.38%
Intermediate Term Credit CIU 0.28% 1.54% 3.33% 3.01% 6.91% 3.01%
Long Term Credit LQD 0.13% 1.73% 5.87% 7.47% 12.1% 5.46%
High Yield JNK 1.07% 1.03% 11.62% 9.51% 6.42% 5.93%
International Treasury BWX 0.12% 0.8% 4.12% -2.71% 5.21% 1.51%
Emerging Mkt Bonds PCY 0.54% 3.25% 5.27% 3.94% 13.06% 5.21%
International Inflation Protected WIP 0.82% 2.48% 8.65% -1.61% 5.78% 3.23%
National Muni MUB 0.25% 2.01% 7.62% 9.32% 17.7% 7.38%
California Muni CMF -0.04% 1.13% 5.32% 6.72% 17.5% 6.13%
New York Muni NYF 0.1% 0.36% 3.79% 5.03% 10.26% 3.91%

Global Stocks Trend

02/22/2012
Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
Japan EWJ 1.27% 4.88% 14.28% 6.11% -9.82% 3.34%
Germany EWG 2.99% 6.61% 24.4% 9.86% -8.38% 7.09%
United Kingdom EWU 0.52% 3.21% 17.1% 9.39% -0.33% 5.98%
France EWQ 3.12% 4.05% 21.57% 0.55% -13.69% 3.12%
Switzerland EWL 1.54% 3.0% 16.25% 0.62% -1.91% 3.9%
Italy EWI 2.28% 3.54% 19.66% 3.59% -22.5% 1.31%
Spain EWP 0.35% 0.74% 13.38% -3.46% -16.4% -1.08%
Belgium EWK 2.28% 3.92% 15.92% -2.35% -10.06% 1.94%
The Netherlands EWN 3.88% 3.43% 20.42% 5.6% -13.32% 4.0%
Austria EWO 1.36% 5.33% 27.85% -6.41% -24.04% 0.82%
Australia EWA 0.95% 0.21% 16.2% 3.92% -3.17% 3.62%
Canada EWC 2.78% 1.83% 15.87% 1.77% -9.76% 2.5%
Singapore EWS 1.1% 4.89% 20.33% 5.67% 3.53% 7.1%
Hong Kong EWH 1.35% 5.4% 21.08% 6.28% 0.9% 7.0%
South Korea EWY 0.29% 1.72% 19.52% 12.99% 3.46% 7.6%
Malaysia EWM 1.11% 3.27% 16.74% 4.83% 7.18% 6.63%
Taiwan EWT -0.02% 5.67% 20.81% 4.2% -3.65% 5.4%
Mexico EWW -0.03% 3.07% 18.2% 6.95% 1.43% 5.92%
Brazil EWZ 2.14% 2.84% 25.94% 13.14% -3.94% 8.02%
Russia RSX -0.29% 4.52% 19.84% 4.41% -15.2% 2.66%
China FXI 1.28% 2.31% 21.07% 9.58% -0.4% 6.77%
India INP 0.2% 7.95% 26.03% 4.15% -7.17% 6.23%
South Africa EZA -0.07% 1.84% 20.32% 6.78% 3.59% 6.49%

Dividend Stock ETF Trend

02/22/2012

Performance data are based on closing prices on last Wednesday

Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
Vanguard Dividend Appreciation VIG 0.66% 0.86% 13.12% 14.05% 7.2% 7.18%
iShares Dow Jones Select Dividend Index DVY 1.17% 1.6% 12.94% 13.83% 13.6% 8.63%
SPDR S&P Dividend SDY 0.25% 0.25% 11.41% 12.8% 8.44% 6.63%
First Trust Value Line Dividend Index FVD 0.77% 1.44% 13.21% 13.34% 10.25% 7.8%
Vanguard High Dividend Yield Indx VYM 1.07% 1.26% 14.95% 15.39% 11.14% 8.76%
PowerShares HighYield Dividend Achievers PEY 0.64% 1.09% 12.84% 15.89% 12.17% 8.53%
iShares S&P U.S. Preferred Stock Index PFF 0.49% 2.95% 10.04% 8.68% 4.77% 5.39%
SPDR S&P 500 SPY 1.09% 2.62% 17.44% 15.37% 4.94% 8.29%
PowerShares Intl Dividend Achievers PID 1.16% 2.64% 13.05% 4.75% 1.29% 4.58%
iShares Dow Jones Intl Select Div Idx IDV 1.71% 2.91% 15.27% 3.4% -3.04% 4.05%
iShares MSCI EAFE Index EFA 1.54% 3.79% 17.79% 5.46% -6.9% 4.34%
iShares MSCI Emerging Markets Index EEM 1.03% 3.58% 22.11% 8.86% -0.43% 7.03%
iShares Dow Jones US Real Estate IYR -1.07% -0.66% 17.66% 11.15% 6.17% 6.65%
SPDR DJ Wilshire Intl Real Estate RWX 0.22% 2.84% 16.27% 1.01% -3.91% 3.29%
WisdomTree Emerging Market Equity Income DEM 1.51% 4.59% 19.93% 7.52% 6.19% 7.95%

Commodities Trend

02/22/2012

Performance data are based on closing prices on last Friday

Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
Commodity DBC 2.8% 5.0% 9.49% 0.89% 0.41% 3.72%
Agriculture DBA 1.74% -0.24% 1.6% -12.23% -14.61% -4.75%
Energy DBE 3.11% 8.14% 10.7% 9.21% 3.56% 6.94%
Base Metals DBB 1.62% -2.77% 11.45% -6.91% -15.48% -2.42%
Precious Metals DBP 2.99% 3.8% 5.06% -2.94% 19.32% 5.65%
Gold GLD 2.87% 3.92% 4.92% 0.75% 25.77% 7.65%
Silver SLV 3.05% 3.31% 8.12% -13.88% 2.23% 0.56%
US Oil USO 3.6% 5.84% 9.23% 22.7% 1.98% 8.67%
Natural Gas UNG 326.97% 273.69% 177.35% 126.58% 110.65% 203.05%

Currencies Trend

02/22/2012

Performance data are based on closing prices on last Wednesday

Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
G10 Carry Trade DBV 0.72% 2.39% 10.25% 6.85% 6.71% 5.38%
US Dollar Bearish UDN 0.55% 0.26% 0.48% -5.97% -1.38% -1.21%
Australia Dollar FXA -0.42% 0.57% 10.72% 3.46% 10.36% 4.94%
British Pound FXB -0.19% -0.04% 0.91% -4.45% -3.57% -1.47%
Canadian Dollar FXC -0.06% 0.36% 4.91% -1.26% -1.0% 0.59%
Euro FXE 1.38% 0.96% -0.76% -8.14% -3.49% -2.01%
Swiss Franc FXF 1.44% 1.14% 0.99% -12.86% 2.13% -1.43%
Swedish Krona FXS 0.94% 1.44% 4.25% -4.44% -2.63% -0.09%
Japanese Yen FXY -2.4% -3.22% -3.77% -4.29% 2.34% -2.27%
Mexican Peso FXM 0.4% 1.79% 10.8% -2.04% -2.81% 1.63%
Chinese Yuan CYB -0.04% 0.04% 1.48% 0.77% 2.36% 0.92%
Brazilian Real BZF 1.08% 2.86% 12.03% -2.5% 4.87% 3.67%

US Equity Style Trend

02/22/2012

Performance data are based on closing prices on last Friday

Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
Russell Largecap Growth IWF 1.13% 3.43% 17.39% 17.34% 8.18% 9.49%
Russell Largecap Index IWB 1.08% 2.78% 17.77% 16.86% 5.82% 8.86%
Russell Largecap Value IWD 0.96% 2.13% 18.19% 16.15% 3.23% 8.13%
Russell Midcap Growth IWP 0.6% 3.34% 18.88% 18.03% 5.8% 9.33%
Russell Midcap Indedx IWR 0.57% 2.91% 18.58% 17.52% 4.43% 8.8%
Russell Midcap Value IWS 0.62% 2.43% 18.51% 16.92% 3.23% 8.34%
Russell Smallcap Growth IWO 0.38% 3.61% 21.93% 19.93% 6.0% 10.37%
Russell Smallcap Index IWM 0.38% 2.91% 21.48% 18.92% 3.63% 9.46%
Russell Smallcap Value IWN 0.39% 2.18% 20.73% 18.03% 1.12% 8.49%

US Sectors Trend

02/22/2012

Performance data are based on closing prices on last Friday

Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
Consumer Staples XLP -0.12% 0.68% 9.31% 9.65% 14.27% 6.76%
Consumer Discretionary XLY 0.68% 2.77% 17.57% 19.37% 12.76% 10.63%
Healthcare XLV -0.5% 0.06% 13.67% 12.31% 14.75% 8.06%
Utilities XLU 0.75% -0.23% 6.29% 5.23% 13.77% 5.16%
Financial XLF 0.79% 2.71% 24.92% 16.02% -10.58% 6.77%
Technology XLK 1.53% 5.39% 18.74% 21.51% 11.35% 11.7%
Industries XLI 1.55% 2.22% 20.54% 22.5% 5.21% 10.4%
Energy XLE 2.61% 4.03% 18.01% 15.49% -1.43% 7.74%
Materials XLB 2.26% 1.05% 19.7% 13.07% -0.88% 7.04%
Telecom IYZ 0.91% 3.39% 14.38% 3.7% 0.97% 4.67%

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