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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
09/18/2020| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.06% | 0.19% | 0.67% | 12.96% | 1.49% | 3.07% |
| Bank Loans | BKLN | 0.14% | 1.3% | 2.02% | 25.74% | 0.93% | 6.02% |
| US Total Bond | BND | -0.08% | -0.48% | 0.39% | 7.51% | 4.93% | 2.45% |
| Treasury Bills | SHV | 0.0% | -0.01% | 0.01% | 0.0% | 1.38% | 0.28% |
| Short Term Treasury | SHY | 0.0% | 0.03% | 0.1% | 0.47% | 3.62% | 0.85% |
| Intermediate Treasury | IEF | -0.25% | -0.27% | 0.38% | 2.73% | 10.2% | 2.56% |
| 10-20Year Treasury | TLH | -0.42% | -1.23% | 0.41% | 3.05% | 13.89% | 3.14% |
| 20+ Year Treasury | TLT | -0.55% | -1.47% | 1.07% | 3.36% | 17.3% | 3.94% |
| Inflation Protected | TIP | -0.02% | 0.33% | 3.22% | 9.59% | 9.52% | 4.53% |
| MBS Bond | MBB | -0.16% | -0.17% | 0.04% | 3.4% | 4.48% | 1.52% |
| Short Term Credit | IGSB | 0.0% | 0.09% | 1.19% | 15.21% | 3.55% | 4.01% |
| Intermediate Term Credit | IGIB | 0.08% | 0.07% | 2.19% | 22.59% | 7.16% | 6.42% |
| Long Term Credit | LQD | 0.27% | -0.31% | 1.97% | 28.96% | 9.98% | 8.17% |
| High Yield | JNK | -0.2% | -0.27% | 1.74% | 21.72% | -3.94% | 3.81% |
| International Treasury | BWX | 0.67% | 0.7% | 4.84% | 12.64% | 4.4% | 4.65% |
| Emerging Mkt Bonds | PCY | -0.79% | -0.83% | 4.76% | 30.72% | -1.34% | 6.51% |
| International Inflation Protected | WIP | 0.4% | 1.05% | 6.79% | 21.99% | 2.7% | 6.58% |
| National Muni | MUB | 0.02% | -0.06% | 1.19% | 14.6% | 4.05% | 3.96% |
| California Muni | CMF | 0.06% | -0.26% | 0.99% | 16.8% | 4.25% | 4.37% |
| New York Muni | NYF | 0.1% | -0.39% | 0.71% | 13.02% | 2.87% | 3.26% |
| Short Term Muni | VWSUX | 0.0% | 0.09% | 0.55% | 4.03% | 2.31% | 1.39% |
| Interm Term Muni | VWIUX | 0.0% | -0.14% | 1.43% | 11.98% | 4.53% | 3.56% |
| Long Term Muni | VWLUX | 0.0% | -0.26% | 1.81% | 13.62% | 4.88% | 4.01% |
| High Yield Muni | VWAHX | 0.09% | -0.26% | 2.44% | 13.65% | 3.42% | 3.87% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
06/28/2019| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | 1.0% | 0.46% | -0.74% | 4.84% | 0.85% | 1.28% |
| US Dollar Bearish | UDN | 0.05% | 1.75% | 1.16% | 0.05% | -2.14% | 0.17% |
| Australia Dollar | FXA | 1.3% | 1.21% | -0.89% | 0.4% | -4.03% | -0.4% |
| British Pound | FXB | -0.36% | 0.44% | -2.5% | -0.02% | -3.86% | -1.26% |
| Canadian Dollar | FXC | 0.84% | 3.23% | 1.98% | 4.51% | 0.84% | 2.28% |
| Euro | FXE | 0.01% | 1.72% | 1.17% | -1.01% | -3.38% | -0.3% |
| Swiss Franc | FXF | -0.05% | 2.4% | 1.62% | 0.14% | 0.17% | 0.85% |
| Swedish Krona | FXS | 0.62% | 2.05% | -0.29% | -4.27% | -5.07% | -1.39% |
| Japanese Yen | FXY | -0.39% | 0.44% | 2.59% | 1.97% | 2.16% | 1.35% |
| Chinese Yuan | CYB | -0.74% | 0.67% | -1.88% | 1.15% | -0.79% | -0.32% |
| Brazilian Real | BZF | 0.0% | 0.0% | 0.0% | 3.2% | 3.75% | 1.39% |
US Equity Style Trend
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US Sectors Trend
09/18/2020| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | -1.48% | -0.95% | 6.83% | 26.37% | 5.59% | 7.27% |
| Consumer Discretionary | XLY | -1.49% | -1.57% | 13.22% | 65.04% | 20.77% | 19.19% |
| Healthcare | XLV | 0.91% | -1.2% | 5.2% | 34.7% | 17.79% | 11.48% |
| Utilities | XLU | -0.7% | -1.51% | 1.79% | 22.38% | -8.38% | 2.72% |
| Financial | XLF | -0.12% | 1.52% | 2.92% | 30.51% | -12.11% | 4.54% |
| Technology | XLK | -1.06% | -5.24% | 9.61% | 57.73% | 40.82% | 20.37% |
| Industries | XLI | 1.51% | 3.05% | 13.79% | 53.27% | 1.25% | 14.57% |
| Energy | XLE | 3.03% | -6.72% | -15.06% | 29.97% | -45.15% | -6.79% |
| Materials | XLB | 1.0% | 6.19% | 16.98% | 61.55% | 12.65% | 19.67% |
| Telecom | IYZ | 0.11% | -3.7% | 0.11% | 19.3% | -6.24% | 1.91% |
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