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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
06/18/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.02% | 0.08% | 0.18% | 0.47% | 1.28% | 0.41% |
| Bank Loans | BKLN | -0.27% | -0.05% | 0.58% | 1.18% | 5.26% | 1.34% |
| US Total Bond | BND | 0.12% | 1.12% | 2.31% | -1.33% | -0.18% | 0.41% |
| Treasury Bills | SHV | -0.01% | -0.04% | -0.04% | -0.04% | -0.03% | -0.03% |
| Short Term Treasury | SHY | -0.22% | -0.19% | -0.14% | -0.19% | -0.06% | -0.16% |
| Intermediate Treasury | IEF | -0.06% | 1.24% | 2.42% | -3.08% | -4.15% | -0.73% |
| 10-20Year Treasury | TLH | 1.65% | 4.25% | 6.47% | -5.98% | -8.79% | -0.48% |
| 20+ Year Treasury | TLT | 2.4% | 6.01% | 8.61% | -6.16% | -8.97% | 0.38% |
| Inflation Protected | TIP | -0.38% | 0.42% | 3.03% | 1.29% | 5.77% | 2.03% |
| MBS Bond | MBB | -0.31% | -0.12% | 0.17% | -0.99% | -0.63% | -0.38% |
| Short Term Credit | IGSB | -0.35% | -0.13% | 0.62% | 0.18% | 2.26% | 0.52% |
| Intermediate Term Credit | IGIB | -0.1% | 1.21% | 2.98% | -0.76% | 2.84% | 1.23% |
| Long Term Credit | LQD | 0.5% | 2.58% | 5.05% | -1.09% | 2.78% | 1.97% |
| High Yield | JNK | -0.21% | 0.83% | 2.67% | 2.91% | 11.23% | 3.49% |
| International Treasury | BWX | -1.84% | -1.28% | -0.33% | -5.28% | 3.44% | -1.06% |
| Emerging Mkt Bonds | PCY | -0.75% | 1.02% | 3.73% | -1.47% | 7.84% | 2.07% |
| International Inflation Protected | WIP | -2.91% | -0.64% | 0.65% | -1.39% | 11.28% | 1.4% |
| National Muni | MUB | -0.17% | 0.7% | 1.95% | 1.15% | 3.9% | 1.5% |
| California Muni | CMF | -0.29% | 0.4% | 1.67% | 0.4% | 2.56% | 0.95% |
| New York Muni | NYF | -0.2% | 0.62% | 1.97% | 1.41% | 3.73% | 1.51% |
| Short Term Muni | VWSUX | -0.06% | 0.06% | 0.25% | 0.27% | 1.07% | 0.32% |
| Interm Term Muni | VWIUX | -0.27% | 0.45% | 1.64% | 1.04% | 4.07% | 1.39% |
| Long Term Muni | VWLUX | -0.32% | 0.71% | 2.49% | 1.9% | 6.02% | 2.16% |
| High Yield Muni | VWAHX | -0.25% | 0.98% | 3.18% | 3.33% | 8.85% | 3.22% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
06/18/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | -1.47% | -1.63% | -1.15% | 3.94% | 5.3% | 1.0% |
| US Dollar Bearish | UDN | -2.0% | -2.63% | -0.56% | -2.99% | 4.5% | -0.73% |
| Australia Dollar | FXA | -2.77% | -3.13% | -3.39% | -1.92% | 9.06% | -0.43% |
| British Pound | FXB | -2.14% | -2.44% | -0.46% | 2.15% | 11.3% | 1.68% |
| Canadian Dollar | FXC | -2.17% | -3.02% | 0.53% | 2.63% | 9.01% | 1.4% |
| Euro | FXE | -2.03% | -2.7% | -0.57% | -3.57% | 5.08% | -0.76% |
| Swiss Franc | FXF | -2.59% | -2.72% | 0.49% | -4.7% | 2.08% | -1.49% |
| Japanese Yen | FXY | -0.49% | -1.2% | -1.31% | -6.51% | -3.64% | -2.63% |
| Chinese Yuan | CYB | -1.32% | -0.25% | 1.28% | 1.84% | 12.54% | 2.82% |
US Equity Style Trend
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US Sectors Trend
06/18/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | -3.02% | -3.13% | 4.2% | 2.68% | 18.62% | 3.87% |
| Consumer Discretionary | XLY | -0.61% | 2.14% | 3.59% | 7.98% | 36.23% | 9.87% |
| Healthcare | XLV | -0.65% | -0.5% | 7.9% | 10.34% | 24.78% | 8.38% |
| Utilities | XLU | -3.04% | -3.11% | 3.83% | 4.56% | 15.22% | 3.49% |
| Financial | XLF | -6.2% | -6.25% | 3.41% | 24.87% | 50.15% | 13.2% |
| Technology | XLK | 0.08% | 4.33% | 9.93% | 11.35% | 40.36% | 13.21% |
| Industries | XLI | -3.77% | -3.33% | 3.57% | 12.94% | 46.15% | 11.11% |
| Energy | XLE | -5.4% | 0.44% | 6.91% | 36.23% | 39.71% | 15.58% |
| Materials | XLB | -6.25% | -6.77% | 3.95% | 12.85% | 46.55% | 10.07% |
| Telecom | IYZ | -3.11% | -0.82% | 2.68% | 8.24% | 20.45% | 5.49% |
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