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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
11/26/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | -0.02% | -0.06% | 0.06% | 0.16% | 0.6% | 0.15% |
| Bank Loans | BKLN | -0.77% | -0.77% | 0.17% | 0.45% | 2.7% | 0.36% |
| US Total Bond | BND | 0.05% | 0.18% | -0.63% | 1.26% | -1.15% | -0.06% |
| Treasury Bills | SHV | -0.02% | -0.01% | -0.04% | -0.07% | -0.09% | -0.04% |
| Short Term Treasury | SHY | 0.06% | -0.01% | -0.43% | -0.48% | -0.39% | -0.25% |
| Intermediate Treasury | IEF | 0.44% | 0.79% | -1.18% | 1.41% | -3.34% | -0.38% |
| 10-20Year Treasury | TLH | 0.59% | 1.38% | -0.63% | 5.92% | -5.88% | 0.27% |
| 20+ Year Treasury | TLT | 1.46% | 2.19% | 1.36% | 9.86% | -4.38% | 2.1% |
| Inflation Protected | TIP | -0.39% | 0.91% | 1.26% | 4.87% | 6.93% | 2.72% |
| MBS Bond | MBB | -0.07% | -0.28% | -0.88% | -0.39% | -1.18% | -0.56% |
| Short Term Credit | IGSB | -0.17% | -0.24% | -0.77% | -0.57% | 0.08% | -0.33% |
| Intermediate Term Credit | IGIB | -0.35% | -0.3% | -1.54% | 0.37% | -1.1% | -0.58% |
| Long Term Credit | LQD | -0.3% | -0.21% | -1.06% | 2.27% | -1.22% | -0.1% |
| High Yield | JNK | -1.31% | -1.11% | -1.19% | 0.73% | 4.21% | 0.26% |
| International Treasury | BWX | -0.14% | -0.88% | -4.03% | -4.83% | -6.85% | -3.35% |
| Emerging Mkt Bonds | PCY | -3.1% | -3.6% | -5.35% | -3.86% | -4.15% | -4.01% |
| International Inflation Protected | WIP | -0.98% | -0.75% | -2.98% | -2.56% | 1.06% | -1.24% |
| National Muni | MUB | 0.11% | 0.66% | 0.0% | 0.66% | 1.7% | 0.63% |
| California Muni | CMF | 0.11% | 0.73% | 0.08% | 0.61% | 0.92% | 0.49% |
| New York Muni | NYF | 0.16% | 0.82% | 0.04% | 0.61% | 2.24% | 0.77% |
| Short Term Muni | VWSUX | 0.0% | 0.0% | 0.0% | 0.05% | 0.53% | 0.12% |
| Interm Term Muni | VWIUX | 0.07% | 0.34% | -0.01% | 0.41% | 1.94% | 0.55% |
| Long Term Muni | VWLUX | 0.08% | 0.58% | 0.26% | 0.86% | 3.26% | 1.01% |
| High Yield Muni | VWAHX | 0.08% | 0.67% | 0.25% | 1.22% | 5.3% | 1.5% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
11/26/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | -2.01% | -3.61% | 0.36% | -1.82% | 3.03% | -0.81% |
| US Dollar Bearish | UDN | -0.1% | -2.33% | -3.95% | -7.01% | -5.62% | -3.8% |
| Australia Dollar | FXA | -1.49% | -5.26% | -2.66% | -7.7% | -3.94% | -4.21% |
| British Pound | FXB | -0.79% | -2.57% | -3.19% | -6.22% | -0.23% | -2.6% |
| Canadian Dollar | FXC | -1.02% | -3.28% | -1.44% | -5.67% | 1.2% | -2.04% |
| Euro | FXE | 0.15% | -2.27% | -4.44% | -7.76% | -6.41% | -4.15% |
| Swiss Franc | FXF | 0.58% | -0.87% | -1.53% | -3.11% | -3.08% | -1.6% |
| Japanese Yen | FXY | 0.79% | 0.74% | -3.05% | -3.14% | -8.55% | -2.64% |
| Chinese Yuan | CYB | -0.21% | 0.14% | 1.66% | 0.0% | 4.56% | 1.23% |
US Equity Style Trend
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US Sectors Trend
11/26/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | -0.12% | 1.0% | 1.51% | 3.56% | 11.09% | 3.41% |
| Consumer Discretionary | XLY | -3.48% | 1.45% | 12.56% | 18.6% | 30.01% | 11.83% |
| Healthcare | XLV | -0.75% | -1.38% | -1.27% | 7.95% | 22.85% | 5.48% |
| Utilities | XLU | -0.8% | -0.22% | -1.08% | 4.81% | 8.84% | 2.31% |
| Financial | XLF | -0.64% | -3.7% | 0.28% | 3.35% | 39.26% | 7.71% |
| Technology | XLK | -3.11% | 2.76% | 5.43% | 20.58% | 36.74% | 12.48% |
| Industries | XLI | -2.38% | -1.22% | -0.99% | -0.88% | 18.16% | 2.54% |
| Energy | XLE | 1.66% | -3.29% | 15.55% | 10.2% | 51.49% | 15.12% |
| Materials | XLB | -2.16% | 1.5% | 1.41% | 0.32% | 23.2% | 4.85% |
| Telecom | IYZ | -0.1% | -1.01% | -6.96% | -2.79% | 9.14% | -0.34% |
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