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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
03/15/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Floating Rate | FLOT | 0.14% | 0.59% | 1.85% | 3.41% | 8.21% | 2.84% |
Bank Loans | BKLN | 0.14% | 1.04% | 2.36% | 4.15% | 12.92% | 4.12% |
US Total Bond | BND | -1.15% | 0.31% | -1.04% | 3.49% | 0.92% | 0.51% |
Treasury Bills | SHV | 0.1% | 0.38% | 1.25% | 2.66% | 5.03% | 1.88% |
Short Term Treasury | SHY | -0.38% | 0.09% | 0.32% | 2.51% | 2.3% | 0.97% |
Intermediate Treasury | IEF | -1.66% | 0.17% | -1.94% | 2.24% | -2.75% | -0.79% |
10-20Year Treasury | TLH | -2.6% | 0.46% | -3.6% | 2.73% | -6.01% | -1.8% |
20+ Year Treasury | TLT | -2.91% | 0.51% | -5.67% | 1.93% | -9.87% | -3.2% |
Inflation Protected | TIP | -1.18% | 0.15% | -1.22% | 2.01% | 0.6% | 0.07% |
MBS Bond | MBB | -1.36% | 0.31% | -1.16% | 3.06% | -0.09% | 0.15% |
Short Term Credit | IGSB | -0.41% | 0.32% | 0.73% | 4.01% | 5.28% | 1.99% |
Intermediate Term Credit | IGIB | -0.99% | 0.6% | -0.21% | 5.68% | 5.18% | 2.05% |
Long Term Credit | LQD | -1.11% | 0.67% | -1.61% | 5.6% | 4.12% | 1.54% |
High Yield | JNK | -0.36% | 0.73% | 1.39% | 6.56% | 12.13% | 4.09% |
International Treasury | BWX | -1.15% | 1.48% | -1.83% | 4.28% | -1.23% | 0.31% |
Emerging Mkt Bonds | PCY | -1.32% | 2.01% | -0.11% | 10.39% | 16.09% | 5.41% |
International Inflation Protected | WIP | -0.87% | 0.75% | -2.47% | 2.57% | 1.99% | 0.4% |
National Muni | MUB | -0.48% | 0.03% | 0.11% | 4.3% | 3.29% | 1.45% |
California Muni | CMF | -0.21% | 0.3% | 0.56% | 4.82% | 3.54% | 1.8% |
New York Muni | NYF | -0.2% | 0.25% | 0.33% | 4.77% | 3.83% | 1.79% |
Short Term Muni | VWSUX | -0.06% | 0.33% | 0.72% | 2.56% | 3.53% | 1.42% |
Interm Term Muni | VWIUX | -0.22% | 0.4% | 0.67% | 4.73% | 4.17% | 1.95% |
Long Term Muni | VWLUX | -0.27% | 0.47% | 0.84% | 6.2% | 5.31% | 2.51% |
High Yield Muni | VWAHX | -0.19% | 0.87% | 1.59% | 6.79% | 6.53% | 3.12% |
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
03/15/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Consumer Staples | XLP | 0.49% | 3.07% | 6.83% | 6.35% | 7.53% | 4.85% |
Consumer Discretionary | XLY | -1.25% | -0.54% | -0.47% | 4.02% | 27.06% | 5.76% |
Healthcare | XLV | -0.73% | -0.18% | 8.83% | 10.91% | 17.42% | 7.25% |
Utilities | XLU | -0.45% | 3.64% | 0.14% | -0.56% | -2.08% | 0.14% |
Financial | XLF | 0.42% | 2.93% | 9.75% | 18.23% | 34.17% | 13.1% |
Technology | XLK | -0.83% | 1.51% | 7.5% | 22.28% | 44.58% | 15.01% |
Industries | XLI | -0.21% | 3.4% | 8.57% | 17.34% | 28.48% | 11.52% |
Energy | XLE | 3.84% | 7.0% | 9.66% | 1.2% | 23.33% | 9.01% |
Materials | XLB | 1.62% | 6.61% | 7.36% | 12.44% | 22.81% | 10.17% |
Telecom | IYZ | -1.32% | -1.46% | -2.87% | -1.8% | -0.88% | -1.67% |