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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
04/26/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Floating Rate | FLOT | 0.04% | 0.46% | 1.68% | 3.41% | 6.89% | 2.5% |
Bank Loans | BKLN | 1.32% | 1.08% | 3.04% | 6.56% | 11.06% | 4.61% |
US Total Bond | BND | -0.08% | -2.33% | -1.86% | 4.72% | -1.32% | -0.17% |
Treasury Bills | SHV | 0.09% | 0.36% | 1.22% | 2.59% | 5.17% | 1.89% |
Short Term Treasury | SHY | 0.05% | -0.37% | -0.19% | 1.99% | 2.17% | 0.73% |
Intermediate Treasury | IEF | -0.27% | -3.07% | -2.88% | 3.25% | -5.35% | -1.66% |
10-20Year Treasury | TLH | -0.64% | -5.28% | -3.95% | 6.69% | -10.0% | -2.64% |
20+ Year Treasury | TLT | -1.02% | -6.43% | -4.99% | 6.65% | -14.04% | -3.97% |
Inflation Protected | TIP | 0.0% | -1.46% | -0.83% | 3.24% | -1.38% | -0.09% |
MBS Bond | MBB | 0.08% | -2.54% | -2.22% | 5.45% | -1.87% | -0.22% |
Short Term Credit | IGSB | 0.18% | -0.64% | -0.02% | 4.09% | 3.74% | 1.47% |
Intermediate Term Credit | IGIB | 0.16% | -2.24% | -1.36% | 7.36% | 1.64% | 1.11% |
Long Term Credit | LQD | 0.11% | -3.11% | -2.57% | 7.88% | -0.19% | 0.42% |
High Yield | JNK | 0.78% | -1.02% | 0.3% | 9.37% | 8.33% | 3.55% |
International Treasury | BWX | -0.46% | -3.22% | -3.5% | 3.11% | -5.08% | -1.83% |
Emerging Mkt Bonds | PCY | 0.74% | -2.46% | 1.45% | 16.27% | 10.66% | 5.33% |
International Inflation Protected | WIP | 0.88% | -2.48% | -2.12% | 4.49% | -2.45% | -0.34% |
National Muni | MUB | -0.33% | -1.14% | -0.71% | 6.37% | 1.71% | 1.18% |
California Muni | CMF | -0.4% | -1.27% | -0.7% | 6.05% | 1.55% | 1.04% |
New York Muni | NYF | -0.32% | -1.18% | -0.67% | 6.87% | 1.78% | 1.3% |
Short Term Muni | VWSUX | -0.06% | -0.32% | 0.48% | 2.67% | 3.09% | 1.17% |
Interm Term Muni | VWIUX | -0.3% | -1.32% | -0.36% | 6.24% | 2.13% | 1.28% |
Long Term Muni | VWLUX | -0.46% | -1.74% | -0.45% | 8.94% | 2.56% | 1.77% |
High Yield Muni | VWAHX | -0.38% | -1.68% | 0.26% | 10.29% | 3.75% | 2.45% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
11/06/2023Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
US Dollar Bearish | UDN | 0.87% | 1.09% | -2.36% | -2.21% | 6.98% | 0.87% |
Australia Dollar | FXA | 1.79% | 1.28% | -0.98% | -3.72% | 1.15% | -0.1% |
British Pound | FXB | 1.49% | 1.07% | -2.72% | -0.68% | 9.82% | 1.79% |
Canadian Dollar | FXC | 0.96% | -0.62% | -1.81% | -1.26% | 0.47% | -0.45% |
Euro | FXE | 1.02% | 1.59% | -2.05% | -1.64% | 8.48% | 1.48% |
Swiss Franc | FXF | 0.28% | 0.79% | -2.87% | -1.12% | 9.7% | 1.36% |
Japanese Yen | FXY | -0.66% | -1.04% | -5.03% | -10.18% | -2.72% | -3.93% |
Chinese Yuan | CYB | -100.0% | -100.0% | -100.0% | -100.0% | -100.0% | -100.0% |
US Equity Style Trend
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US Sectors Trend
04/26/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Consumer Staples | XLP | 1.54% | -1.01% | 4.84% | 15.24% | 0.47% | 4.22% |
Consumer Discretionary | XLY | 3.62% | -4.34% | 2.69% | 18.06% | 19.9% | 7.99% |
Healthcare | XLV | 0.73% | -5.26% | 0.86% | 14.58% | 6.53% | 3.49% |
Utilities | XLU | 1.16% | 0.82% | 9.03% | 14.7% | -0.76% | 4.99% |
Financial | XLF | 1.09% | -3.09% | 6.01% | 30.92% | 25.27% | 12.04% |
Technology | XLK | 3.79% | -4.05% | -0.79% | 24.5% | 33.56% | 11.4% |
Industries | XLI | 1.82% | -2.62% | 8.47% | 28.28% | 24.72% | 12.13% |
Energy | XLE | 0.81% | 1.41% | 14.56% | 15.14% | 16.32% | 9.65% |
Materials | XLB | 0.63% | -3.63% | 8.89% | 20.71% | 13.41% | 8.0% |
Telecom | IYZ | 0.05% | -5.87% | -12.37% | 5.24% | -6.08% | -3.81% |