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
05/20/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | -0.18% | -0.12% | -0.42% | -0.18% | 0.0% | -0.18% |
| Bank Loans | BKLN | -0.67% | -3.79% | -3.14% | -2.75% | -1.38% | -2.35% |
| US Total Bond | BND | 0.5% | 0.4% | -5.41% | -8.64% | -7.36% | -4.1% |
| Treasury Bills | SHV | 0.01% | 0.12% | 0.03% | -0.1% | -0.17% | -0.02% |
| Short Term Treasury | SHY | 0.11% | 0.53% | -1.2% | -2.56% | -3.04% | -1.23% |
| Intermediate Treasury | IEF | 1.2% | 1.32% | -6.03% | -8.51% | -7.48% | -3.9% |
| 10-20Year Treasury | TLH | 2.08% | 0.07% | -10.86% | -15.17% | -10.29% | -6.83% |
| 20+ Year Treasury | TLT | 2.18% | -0.89% | -13.49% | -18.79% | -11.58% | -8.51% |
| Inflation Protected | TIP | -0.09% | -2.32% | -2.87% | -5.55% | -0.12% | -2.19% |
| MBS Bond | MBB | 0.58% | 1.49% | -4.22% | -7.06% | -7.36% | -3.31% |
| Short Term Credit | IGSB | 0.02% | 0.41% | -2.42% | -4.29% | -4.61% | -2.18% |
| Intermediate Term Credit | IGIB | 0.56% | -0.04% | -6.79% | -9.91% | -8.98% | -5.03% |
| Long Term Credit | LQD | 0.69% | -0.43% | -7.93% | -13.62% | -11.06% | -6.47% |
| High Yield | JNK | -0.51% | -3.32% | -6.17% | -8.28% | -6.24% | -4.9% |
| International Treasury | BWX | 1.6% | -1.91% | -11.45% | -13.99% | -17.84% | -8.72% |
| Emerging Mkt Bonds | PCY | -0.1% | -3.57% | -16.52% | -20.9% | -20.99% | -12.42% |
| International Inflation Protected | WIP | 0.8% | -4.09% | -4.03% | -4.16% | -4.7% | -3.24% |
| National Muni | MUB | 0.49% | -0.79% | -5.69% | -8.21% | -7.74% | -4.39% |
| California Muni | CMF | 0.43% | -0.99% | -6.32% | -8.94% | -8.4% | -4.84% |
| New York Muni | NYF | 0.44% | -1.39% | -6.28% | -8.43% | -7.78% | -4.69% |
| Short Term Muni | VWSUX | 0.06% | 0.08% | -0.95% | -1.64% | -1.47% | -0.78% |
| Interm Term Muni | VWIUX | -0.08% | -1.16% | -5.52% | -7.53% | -6.92% | -4.24% |
| Long Term Muni | VWLUX | -0.28% | -2.2% | -8.12% | -10.94% | -9.9% | -6.29% |
| High Yield Muni | VWAHX | -0.48% | -2.66% | -8.34% | -10.24% | -8.78% | -6.1% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
05/20/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | -0.19% | -3.48% | 3.74% | 1.69% | 2.26% | 0.8% |
| US Dollar Bearish | UDN | 1.74% | -1.94% | -6.95% | -7.19% | -13.65% | -5.6% |
| Australia Dollar | FXA | 1.53% | -2.87% | -2.05% | -2.97% | -9.39% | -3.15% |
| British Pound | FXB | 1.99% | -2.68% | -8.27% | -7.26% | -12.12% | -5.67% |
| Canadian Dollar | FXC | 0.69% | -0.86% | -0.65% | -1.59% | -6.4% | -1.76% |
| Euro | FXE | 1.45% | -2.26% | -7.04% | -6.94% | -14.27% | -5.81% |
| Swiss Franc | FXF | 2.85% | -1.9% | -5.77% | -5.28% | -8.98% | -3.81% |
| Japanese Yen | FXY | 1.16% | 0.52% | -10.05% | -11.13% | -15.31% | -6.96% |
| Chinese Yuan | CYB | 1.26% | -2.36% | -4.75% | -5.02% | -3.35% | -2.84% |
US Equity Style Trend
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US Sectors Trend
05/20/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | -8.12% | -10.78% | -7.01% | -0.53% | 2.83% | -4.72% |
| Consumer Discretionary | XLY | -7.82% | -20.14% | -21.99% | -33.39% | -16.07% | -19.88% |
| Healthcare | XLV | 0.92% | -2.91% | 1.78% | -1.64% | 6.33% | 0.9% |
| Utilities | XLU | 0.43% | -3.38% | 8.34% | 8.29% | 12.69% | 5.27% |
| Financial | XLF | -1.82% | -8.99% | -16.06% | -14.82% | -10.44% | -10.43% |
| Technology | XLK | -3.53% | -8.4% | -14.03% | -23.2% | -2.88% | -10.41% |
| Industries | XLI | -3.61% | -8.83% | -8.75% | -14.46% | -11.39% | -9.41% |
| Energy | XLE | 1.23% | 7.31% | 20.16% | 53.49% | 66.54% | 29.74% |
| Materials | XLB | -0.08% | -3.87% | -1.72% | -5.71% | -2.58% | -2.79% |
| Telecom | IYZ | -1.59% | -8.02% | -12.49% | -16.22% | -18.17% | -11.3% |
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