MyPlanIQ
Advanced Investors
360° Market Overview
Advanced Investors
| Advanced Strategies | 360° Market Overview |
| Asset Trends & Correlation | Retirement Calculator |
| ETFs in Asset Classes | SmartMoneyIQ Managers |
| Market Indicators | Smart Money Indicators |
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
Please subscribe to view the table.
Fixed Income Assets Trend
10/23/2020| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.02% | 0.02% | 0.3% | 2.23% | 1.13% | 0.74% |
| Bank Loans | BKLN | 0.05% | 0.55% | 1.11% | 5.79% | 0.25% | 1.55% |
| US Total Bond | BND | -0.42% | -0.59% | -1.65% | 0.15% | 4.4% | 0.38% |
| Treasury Bills | SHV | -0.01% | -0.01% | -0.01% | -0.03% | 1.09% | 0.21% |
| Short Term Treasury | SHY | -0.03% | -0.06% | -0.04% | 0.14% | 3.29% | 0.66% |
| Intermediate Treasury | IEF | -0.72% | -1.33% | -1.39% | -0.93% | 9.32% | 0.99% |
| 10-20Year Treasury | TLH | -1.6% | -3.15% | -4.65% | -3.94% | 12.53% | -0.16% |
| 20+ Year Treasury | TLT | -2.09% | -4.21% | -6.61% | -6.86% | 15.99% | -0.76% |
| Inflation Protected | TIP | -0.39% | -0.44% | 0.81% | 3.25% | 9.14% | 2.47% |
| MBS Bond | MBB | -0.03% | 0.06% | 0.21% | 0.86% | 4.38% | 1.1% |
| Short Term Credit | IGSB | -0.02% | 0.16% | 0.4% | 3.55% | 3.3% | 1.48% |
| Intermediate Term Credit | IGIB | -0.15% | 0.26% | 0.0% | 6.71% | 6.36% | 2.64% |
| Long Term Credit | LQD | -0.53% | 0.52% | -1.9% | 5.06% | 9.01% | 2.43% |
| High Yield | JNK | 0.37% | 2.8% | 1.72% | 12.27% | 2.39% | 3.91% |
| International Treasury | BWX | 0.77% | 2.03% | 1.82% | 8.51% | 5.19% | 3.66% |
| Emerging Mkt Bonds | PCY | -1.18% | 0.66% | -0.73% | 16.07% | -2.61% | 2.44% |
| International Inflation Protected | WIP | 0.59% | 2.29% | 0.52% | 13.75% | 1.42% | 3.71% |
| National Muni | MUB | -0.05% | -0.43% | -0.67% | 4.16% | 3.58% | 1.32% |
| California Muni | CMF | -0.11% | -0.57% | -0.87% | 3.82% | 3.5% | 1.15% |
| New York Muni | NYF | 0.04% | -0.42% | -0.93% | 3.66% | 2.4% | 0.95% |
| Short Term Muni | VWSUX | 0.0% | -0.04% | 0.22% | 1.71% | 2.07% | 0.79% |
| Interm Term Muni | VWIUX | -0.07% | -0.35% | -0.16% | 4.29% | 4.02% | 1.55% |
| Long Term Muni | VWLUX | -0.08% | -0.43% | -0.29% | 5.24% | 4.34% | 1.76% |
| High Yield Muni | VWAHX | -0.09% | -0.34% | 0.09% | 6.93% | 2.88% | 1.9% |
Global Stocks Trend
Please subscribe to view the table.
Dividend Stock ETF Trend
Please subscribe to view the table.
Commodities Trend
Please subscribe to view the table.
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
Please subscribe to view the table.
US Sectors Trend
10/23/2020| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | -1.18% | 3.73% | 5.25% | 11.38% | 7.04% | 5.24% |
| Consumer Discretionary | XLY | 0.09% | 6.3% | 12.87% | 36.61% | 27.7% | 16.72% |
| Healthcare | XLV | -0.09% | 4.66% | 2.59% | 7.97% | 20.27% | 7.08% |
| Utilities | XLU | 1.17% | 10.27% | 7.42% | 11.03% | 0.92% | 6.16% |
| Financial | XLF | 1.04% | 7.49% | 4.04% | 16.15% | -11.84% | 3.38% |
| Technology | XLK | -2.21% | 3.95% | 12.59% | 34.0% | 44.44% | 18.55% |
| Industries | XLI | -0.53% | 6.12% | 12.99% | 31.83% | 3.27% | 10.74% |
| Energy | XLE | 0.66% | 0.7% | -18.98% | -12.22% | -48.94% | -15.76% |
| Materials | XLB | -0.41% | 5.67% | 7.37% | 32.37% | 13.29% | 11.66% |
| Telecom | IYZ | -0.5% | 2.72% | -2.54% | 2.07% | -5.8% | -0.81% |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments