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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
03/05/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | -0.01% | 0.03% | 0.32% | 0.58% | 0.82% | 0.35% |
| Bank Loans | BKLN | 0.14% | -0.52% | 1.1% | 3.61% | 4.77% | 1.82% |
| US Total Bond | BND | -0.83% | -1.99% | -2.53% | -2.44% | -1.01% | -1.76% |
| Treasury Bills | SHV | -0.01% | -0.02% | -0.01% | -0.01% | 0.13% | 0.02% |
| Short Term Treasury | SHY | -0.04% | -0.11% | -0.02% | -0.01% | 0.77% | 0.12% |
| Intermediate Treasury | IEF | -1.1% | -2.84% | -3.93% | -5.44% | -4.06% | -3.47% |
| 10-20Year Treasury | TLH | -2.21% | -5.58% | -8.98% | -12.26% | -12.24% | -8.26% |
| 20+ Year Treasury | TLT | -2.82% | -6.05% | -10.19% | -14.08% | -15.53% | -9.74% |
| Inflation Protected | TIP | -0.46% | -1.93% | -0.71% | -0.1% | 3.34% | 0.03% |
| MBS Bond | MBB | 0.07% | -0.87% | -0.45% | -0.47% | 1.09% | -0.13% |
| Short Term Credit | IGSB | -0.35% | -0.74% | -0.6% | -0.53% | 1.34% | -0.18% |
| Intermediate Term Credit | IGIB | -1.23% | -2.83% | -3.06% | -2.43% | 0.07% | -1.9% |
| Long Term Credit | LQD | -1.7% | -3.54% | -4.71% | -2.65% | -0.77% | -2.67% |
| High Yield | JNK | 0.41% | -0.6% | 1.07% | 5.5% | 7.93% | 2.86% |
| International Treasury | BWX | -1.2% | -2.89% | -3.94% | -0.46% | 0.85% | -1.53% |
| Emerging Mkt Bonds | PCY | -0.92% | -5.22% | -4.59% | -2.18% | -4.59% | -3.5% |
| International Inflation Protected | WIP | -1.29% | -3.23% | -1.71% | 2.38% | 3.07% | -0.16% |
| National Muni | MUB | 0.09% | -1.58% | -0.59% | 0.7% | 0.98% | -0.08% |
| California Muni | CMF | 0.08% | -1.78% | -1.04% | -0.03% | 0.26% | -0.5% |
| New York Muni | NYF | 0.09% | -1.32% | -0.15% | 0.96% | 0.63% | 0.04% |
| Short Term Muni | VWSUX | 0.06% | -0.05% | 0.15% | 0.4% | 1.29% | 0.37% |
| Interm Term Muni | VWIUX | 0.27% | -1.15% | -0.18% | 1.16% | 1.67% | 0.35% |
| Long Term Muni | VWLUX | 0.25% | -1.56% | -0.17% | 1.69% | 1.62% | 0.36% |
| High Yield Muni | VWAHX | 0.34% | -1.41% | 0.73% | 3.07% | 1.73% | 0.89% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
03/05/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | 1.3% | 2.42% | 4.73% | 5.35% | 7.34% | 4.22% |
| US Dollar Bearish | UDN | -1.12% | -1.16% | -1.57% | 0.33% | 3.36% | -0.03% |
| Australia Dollar | FXA | -0.1% | 0.21% | 3.43% | 5.27% | 15.35% | 4.83% |
| British Pound | FXB | -0.6% | 0.75% | 2.96% | 4.03% | 5.85% | 2.6% |
| Canadian Dollar | FXC | 0.52% | 0.79% | 0.82% | 2.94% | 5.59% | 2.13% |
| Euro | FXE | -1.26% | -1.18% | -2.0% | 0.15% | 4.42% | 0.03% |
| Swiss Franc | FXF | -2.31% | -3.49% | -4.54% | -2.54% | -0.31% | -2.64% |
| Japanese Yen | FXY | -1.63% | -2.76% | -3.99% | -2.23% | -3.21% | -2.77% |
| Chinese Yuan | CYB | -0.69% | -1.3% | 0.23% | 5.79% | 8.46% | 2.5% |
US Equity Style Trend
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US Sectors Trend
03/05/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | 2.21% | -1.61% | -3.52% | 0.15% | 8.13% | 1.07% |
| Consumer Discretionary | XLY | -2.69% | -8.95% | -0.58% | 6.99% | 38.32% | 6.62% |
| Healthcare | XLV | 0.36% | -2.29% | 0.84% | 7.81% | 18.4% | 5.02% |
| Utilities | XLU | 2.26% | -6.15% | -3.56% | 2.26% | -7.82% | -2.6% |
| Financial | XLF | 4.33% | 9.13% | 16.94% | 34.76% | 35.45% | 20.12% |
| Technology | XLK | -1.33% | -4.71% | 2.55% | 9.66% | 46.86% | 10.61% |
| Industries | XLI | 3.12% | 5.0% | 5.18% | 21.03% | 31.67% | 13.2% |
| Energy | XLE | 9.97% | 24.41% | 32.1% | 56.54% | 33.2% | 31.24% |
| Materials | XLB | 2.39% | 2.42% | 5.44% | 18.03% | 43.87% | 14.43% |
| Telecom | IYZ | 1.86% | -1.73% | 2.77% | 11.46% | 13.09% | 5.49% |
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