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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
05/07/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.02% | 0.04% | -0.01% | 0.44% | 2.27% | 0.55% |
| Bank Loans | BKLN | 0.0% | -0.19% | -0.35% | 3.43% | 8.78% | 2.34% |
| US Total Bond | BND | 0.27% | 0.64% | -1.32% | -1.87% | 0.41% | -0.38% |
| Treasury Bills | SHV | 0.01% | -0.01% | -0.01% | 0.0% | -0.01% | 0.0% |
| Short Term Treasury | SHY | 0.05% | 0.1% | -0.02% | 0.09% | 0.12% | 0.07% |
| Intermediate Treasury | IEF | 0.5% | 0.84% | -2.65% | -4.63% | -4.99% | -2.18% |
| 10-20Year Treasury | TLH | 0.62% | 1.14% | -4.99% | -10.35% | -12.15% | -5.15% |
| 20+ Year Treasury | TLT | 0.57% | 1.4% | -5.57% | -12.02% | -13.89% | -5.9% |
| Inflation Protected | TIP | 0.61% | 1.92% | 0.29% | 2.58% | 6.25% | 2.33% |
| MBS Bond | MBB | 0.01% | 0.45% | -0.84% | -0.41% | -0.36% | -0.23% |
| Short Term Credit | IGSB | 0.2% | 0.44% | 0.0% | 0.84% | 4.55% | 1.21% |
| Intermediate Term Credit | IGIB | 0.45% | 0.87% | -1.6% | -0.79% | 6.97% | 1.18% |
| Long Term Credit | LQD | 0.65% | 0.93% | -1.68% | -2.1% | 6.68% | 0.9% |
| High Yield | JNK | 0.18% | 0.47% | 0.86% | 5.06% | 16.37% | 4.59% |
| International Treasury | BWX | 1.01% | 1.25% | -1.79% | -1.64% | 7.89% | 1.34% |
| Emerging Mkt Bonds | PCY | 1.1% | 2.31% | -1.79% | 2.1% | 16.61% | 4.06% |
| International Inflation Protected | WIP | 1.62% | 1.77% | -0.97% | 4.46% | 16.67% | 4.71% |
| National Muni | MUB | 0.24% | 0.61% | -0.12% | 1.7% | 5.86% | 1.66% |
| California Muni | CMF | 0.08% | 0.5% | -0.42% | 1.13% | 4.14% | 1.08% |
| New York Muni | NYF | 0.23% | 0.63% | 0.08% | 2.39% | 5.77% | 1.82% |
| Short Term Muni | VWSUX | 0.0% | 0.06% | 0.07% | 0.48% | 1.89% | 0.5% |
| Interm Term Muni | VWIUX | 0.14% | 0.52% | -0.05% | 1.96% | 6.44% | 1.8% |
| Long Term Muni | VWLUX | 0.25% | 0.8% | 0.18% | 2.92% | 8.72% | 2.57% |
| High Yield Muni | VWAHX | 0.25% | 0.91% | 0.57% | 4.59% | 12.47% | 3.76% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
05/07/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | 1.15% | 1.84% | 4.42% | 9.3% | 10.67% | 5.48% |
| US Dollar Bearish | UDN | 1.22% | 2.17% | 0.7% | 1.79% | 9.56% | 3.09% |
| Australia Dollar | FXA | 1.88% | 2.88% | 2.21% | 7.93% | 19.73% | 6.93% |
| British Pound | FXB | 1.39% | 2.12% | 1.83% | 6.24% | 12.44% | 4.8% |
| Canadian Dollar | FXC | 1.24% | 3.18% | 5.02% | 7.19% | 14.23% | 6.17% |
| Euro | FXE | 1.2% | 2.19% | 0.78% | 2.01% | 11.28% | 3.49% |
| Swiss Franc | FXF | 1.44% | 2.59% | -0.45% | -0.7% | 6.58% | 1.89% |
| Japanese Yen | FXY | 0.65% | 0.92% | -3.09% | -5.15% | -2.31% | -1.8% |
| Chinese Yuan | CYB | 0.4% | 2.93% | 0.14% | 3.16% | 12.63% | 3.85% |
US Equity Style Trend
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US Sectors Trend
05/07/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | 1.52% | 2.5% | 8.0% | 10.03% | 24.93% | 9.4% |
| Consumer Discretionary | XLY | -0.73% | 0.93% | 3.29% | 16.68% | 52.68% | 14.57% |
| Healthcare | XLV | 2.26% | 5.19% | 7.63% | 13.73% | 26.8% | 11.12% |
| Utilities | XLU | -1.02% | 1.88% | 4.63% | 4.64% | 21.52% | 6.33% |
| Financial | XLF | 4.19% | 7.48% | 22.85% | 52.85% | 73.22% | 32.12% |
| Technology | XLK | -0.48% | -1.93% | 3.02% | 14.93% | 48.15% | 12.74% |
| Industries | XLI | 3.36% | 4.82% | 18.75% | 30.46% | 69.57% | 25.39% |
| Energy | XLE | 8.58% | 11.29% | 27.36% | 89.92% | 45.93% | 36.62% |
| Materials | XLB | 5.82% | 9.77% | 20.01% | 30.42% | 70.74% | 27.35% |
| Telecom | IYZ | 3.04% | 3.2% | 7.44% | 22.02% | 27.22% | 12.59% |
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