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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
01/15/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.04% | 0.18% | 0.35% | 0.76% | 0.83% | 0.43% |
| Bank Loans | BKLN | -0.13% | 1.06% | 3.92% | 5.34% | 1.8% | 2.4% |
| US Total Bond | BND | 0.09% | -0.52% | -0.16% | -0.52% | 6.07% | 0.99% |
| Treasury Bills | SHV | -0.01% | -0.01% | -0.01% | -0.01% | 0.72% | 0.14% |
| Short Term Treasury | SHY | 0.0% | -0.02% | 0.02% | 0.01% | 2.83% | 0.57% |
| Intermediate Treasury | IEF | 0.18% | -0.96% | -2.12% | -2.54% | 7.58% | 0.43% |
| 10-20Year Treasury | TLH | 0.21% | -2.33% | -4.89% | -6.86% | 8.82% | -1.01% |
| 20+ Year Treasury | TLT | 0.33% | -2.88% | -5.63% | -8.38% | 11.63% | -0.99% |
| Inflation Protected | TIP | 0.3% | 0.1% | 1.04% | 2.99% | 9.92% | 2.87% |
| MBS Bond | MBB | 0.07% | 0.09% | 0.3% | 0.42% | 3.76% | 0.93% |
| Short Term Credit | IGSB | -0.02% | 0.05% | 0.22% | 0.71% | 3.34% | 0.86% |
| Intermediate Term Credit | IGIB | 0.16% | -0.13% | 0.69% | 1.14% | 6.29% | 1.63% |
| Long Term Credit | LQD | 0.28% | -0.74% | 1.21% | 0.4% | 8.5% | 1.93% |
| High Yield | JNK | -0.3% | 0.55% | 4.67% | 7.48% | 4.11% | 3.3% |
| International Treasury | BWX | -0.42% | -0.61% | 3.65% | 6.29% | 9.54% | 3.69% |
| Emerging Mkt Bonds | PCY | -1.16% | -1.45% | 3.6% | 6.0% | -0.76% | 1.25% |
| International Inflation Protected | WIP | 0.43% | 0.14% | 7.1% | 10.09% | 6.95% | 4.94% |
| National Muni | MUB | 0.16% | 0.15% | 2.05% | 1.92% | 4.11% | 1.68% |
| California Muni | CMF | 0.02% | -0.13% | 1.61% | 1.3% | 3.44% | 1.25% |
| New York Muni | NYF | 0.12% | 0.21% | 2.43% | 1.83% | 3.22% | 1.56% |
| Short Term Muni | VWSUX | 0.0% | 0.07% | 0.35% | 0.57% | 1.71% | 0.54% |
| Interm Term Muni | VWIUX | 0.0% | 0.12% | 1.95% | 2.21% | 4.28% | 1.71% |
| Long Term Muni | VWLUX | 0.0% | 0.2% | 2.76% | 2.89% | 5.14% | 2.2% |
| High Yield Muni | VWAHX | 0.17% | 0.57% | 3.77% | 4.31% | 4.68% | 2.7% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
01/15/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | -0.08% | 1.47% | 4.22% | 2.32% | -0.66% | 1.45% |
| US Dollar Bearish | UDN | -0.92% | -0.96% | 2.96% | 4.97% | 6.57% | 2.52% |
| Australia Dollar | FXA | -0.7% | 1.08% | 8.68% | 9.77% | 11.65% | 6.09% |
| British Pound | FXB | 0.11% | 0.61% | 4.93% | 7.82% | 3.99% | 3.49% |
| Canadian Dollar | FXC | -0.28% | 0.36% | 3.47% | 6.39% | 2.34% | 2.46% |
| Euro | FXE | -1.24% | -1.45% | 2.82% | 5.09% | 7.87% | 2.62% |
| Swiss Franc | FXF | -0.72% | -0.9% | 2.39% | 4.59% | 7.4% | 2.55% |
| Japanese Yen | FXY | 0.09% | -0.55% | 1.38% | 2.65% | 5.4% | 1.8% |
| Chinese Yuan | CYB | -0.15% | 0.59% | 3.82% | 8.96% | 8.02% | 4.25% |
US Equity Style Trend
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US Sectors Trend
01/15/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | -1.9% | -2.57% | 0.02% | 8.11% | 5.76% | 1.89% |
| Consumer Discretionary | XLY | -1.77% | 3.83% | 8.68% | 24.38% | 31.0% | 13.22% |
| Healthcare | XLV | -0.36% | 3.94% | 8.84% | 11.37% | 13.93% | 7.54% |
| Utilities | XLU | 1.06% | 1.99% | -0.74% | 6.43% | -2.2% | 1.31% |
| Financial | XLF | 0.06% | 9.17% | 24.46% | 30.6% | 2.36% | 13.33% |
| Technology | XLK | -2.55% | -0.42% | 5.45% | 19.81% | 32.85% | 11.03% |
| Industries | XLI | -0.87% | 0.4% | 9.31% | 24.39% | 7.43% | 8.13% |
| Energy | XLE | 3.21% | 9.98% | 43.53% | 20.12% | -22.69% | 10.83% |
| Materials | XLB | -1.53% | 4.86% | 14.26% | 24.41% | 26.01% | 13.6% |
| Telecom | IYZ | 1.06% | 3.12% | 14.05% | 12.88% | 6.88% | 7.6% |
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