MyPlanIQ
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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
12/31/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.1% | 0.14% | 0.08% | 0.18% | 0.65% | 0.23% |
| Bank Loans | BKLN | 0.23% | 1.51% | 1.37% | 2.34% | 3.43% | 1.78% |
| US Total Bond | BND | -0.09% | -0.76% | -0.07% | 0.22% | -1.41% | -0.42% |
| Treasury Bills | SHV | 0.0% | 0.0% | -0.04% | -0.06% | -0.1% | -0.04% |
| Short Term Treasury | SHY | 0.0% | -0.13% | -0.62% | -0.57% | -0.69% | -0.4% |
| Intermediate Treasury | IEF | -0.28% | -0.98% | -0.04% | 0.11% | -3.02% | -0.84% |
| 10-20Year Treasury | TLH | -0.29% | -2.18% | 1.12% | 1.93% | -4.99% | -0.88% |
| 20+ Year Treasury | TLT | -0.22% | -3.77% | 2.69% | 3.42% | -4.14% | -0.4% |
| Inflation Protected | TIP | 0.76% | 0.83% | 2.59% | 4.6% | 6.69% | 3.09% |
| MBS Bond | MBB | 0.04% | -0.19% | -0.79% | -0.5% | -1.41% | -0.57% |
| Short Term Credit | IGSB | 0.0% | 0.19% | -0.66% | -0.33% | -0.18% | -0.2% |
| Intermediate Term Credit | IGIB | -0.07% | -0.03% | -0.03% | 0.27% | -0.72% | -0.12% |
| Long Term Credit | LQD | -0.14% | -0.91% | 0.05% | 0.31% | -1.27% | -0.39% |
| High Yield | JNK | -0.19% | 1.94% | 1.57% | 2.29% | 5.5% | 2.22% |
| International Treasury | BWX | 0.11% | -0.07% | -1.42% | -3.17% | -8.46% | -2.6% |
| Emerging Mkt Bonds | PCY | 0.5% | 1.15% | 1.5% | -0.16% | -2.57% | 0.08% |
| International Inflation Protected | WIP | -0.79% | 1.01% | 1.28% | -0.1% | -2.41% | -0.2% |
| National Muni | MUB | -0.14% | 0.15% | 1.06% | 0.66% | 1.59% | 0.66% |
| California Muni | CMF | 0.06% | 0.29% | 1.12% | 0.73% | 1.18% | 0.67% |
| New York Muni | NYF | -0.03% | 0.28% | 1.01% | 0.64% | 1.83% | 0.74% |
| Short Term Muni | VWSUX | 0.05% | 0.05% | 0.12% | 0.14% | 0.4% | 0.15% |
| Interm Term Muni | VWIUX | -0.02% | -0.09% | 0.75% | 0.63% | 1.54% | 0.56% |
| Long Term Muni | VWLUX | 0.03% | -0.05% | 1.31% | 1.02% | 2.79% | 1.02% |
| High Yield Muni | VWAHX | 0.03% | -0.05% | 1.31% | 1.07% | 4.34% | 1.34% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
01/24/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | -0.16% | -0.64% | -4.74% | 0.28% | 1.6% | -0.73% |
| US Dollar Bearish | UDN | -0.69% | 0.25% | -2.42% | -3.86% | -6.74% | -2.69% |
| Australia Dollar | FXA | -1.02% | -1.36% | -4.76% | -3.43% | -7.8% | -3.67% |
| British Pound | FXB | -1.33% | 0.45% | -2.04% | -2.54% | -1.66% | -1.43% |
| Canadian Dollar | FXC | -0.68% | 1.23% | -2.07% | -0.91% | 0.43% | -0.4% |
| Euro | FXE | -0.86% | -0.12% | -2.75% | -4.61% | -7.69% | -3.2% |
| Swiss Franc | FXF | -0.1% | 0.29% | 0.29% | -0.38% | -3.97% | -0.78% |
| Japanese Yen | FXY | 0.23% | 0.85% | -0.36% | -3.41% | -9.47% | -2.43% |
| Chinese Yuan | CYB | 0.11% | 0.79% | -0.51% | 1.68% | 2.42% | 0.9% |
US Equity Style Trend
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US Sectors Trend
01/24/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | -1.71% | -0.45% | 7.73% | 8.66% | 19.64% | 6.77% |
| Consumer Discretionary | XLY | -7.09% | -11.01% | -7.28% | -0.51% | 7.92% | -3.59% |
| Healthcare | XLV | -3.75% | -8.33% | -1.36% | 0.27% | 11.47% | -0.34% |
| Utilities | XLU | -1.76% | -2.68% | 3.44% | 6.98% | 11.36% | 3.47% |
| Financial | XLF | -6.17% | -2.32% | -4.67% | 6.98% | 30.63% | 4.89% |
| Technology | XLK | -6.41% | -12.18% | -2.01% | 1.19% | 17.21% | -0.44% |
| Industries | XLI | -3.85% | -3.09% | -2.35% | -0.31% | 18.16% | 1.71% |
| Energy | XLE | -2.54% | 12.07% | 9.72% | 33.02% | 62.11% | 22.88% |
| Materials | XLB | -5.3% | -6.19% | -0.84% | 3.99% | 16.82% | 1.69% |
| Telecom | IYZ | -4.78% | -6.83% | -4.04% | -6.84% | 0.01% | -4.5% |
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