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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
08/12/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.28% | 0.64% | 0.22% | -0.04% | 0.34% | 0.29% |
| Bank Loans | BKLN | 0.85% | 4.44% | 4.11% | 0.91% | 3.46% | 2.76% |
| US Total Bond | BND | 0.39% | 1.32% | 1.67% | -4.55% | -8.08% | -1.85% |
| Treasury Bills | SHV | 0.05% | 0.26% | 0.33% | 0.38% | 0.2% | 0.24% |
| Short Term Treasury | SHY | 0.08% | 0.18% | -0.17% | -1.45% | -3.26% | -0.92% |
| Intermediate Treasury | IEF | 0.08% | 1.23% | 1.94% | -5.27% | -9.4% | -2.28% |
| 10-20Year Treasury | TLH | -0.52% | 0.33% | 1.05% | -11.88% | -16.75% | -5.55% |
| 20+ Year Treasury | TLT | -0.79% | -0.16% | 0.75% | -14.72% | -19.53% | -6.89% |
| Inflation Protected | TIP | 0.28% | 2.76% | 2.58% | 0.58% | -0.02% | 1.24% |
| MBS Bond | MBB | 0.58% | 1.5% | 1.88% | -3.17% | -6.56% | -1.16% |
| Short Term Credit | IGSB | 0.33% | 1.27% | 1.09% | -1.58% | -3.75% | -0.53% |
| Intermediate Term Credit | IGIB | 1.0% | 2.64% | 3.08% | -4.85% | -8.74% | -1.37% |
| Long Term Credit | LQD | 1.08% | 2.66% | 3.87% | -5.9% | -11.37% | -1.93% |
| High Yield | JNK | 1.29% | 6.46% | 5.88% | 0.11% | -1.63% | 2.42% |
| International Treasury | BWX | 0.85% | 4.36% | -0.21% | -12.66% | -18.82% | -5.3% |
| Emerging Mkt Bonds | PCY | 3.53% | 15.25% | 4.98% | -11.55% | -18.25% | -1.21% |
| International Inflation Protected | WIP | -0.2% | 6.67% | -0.67% | -3.36% | -6.82% | -0.87% |
| National Muni | MUB | 0.19% | 0.91% | 3.72% | -2.78% | -5.79% | -0.75% |
| California Muni | CMF | 0.26% | 1.52% | 5.09% | -1.96% | -4.82% | 0.02% |
| New York Muni | NYF | -0.07% | 0.98% | 4.17% | -2.9% | -5.17% | -0.6% |
| Short Term Muni | VWSUX | 0.0% | 0.25% | 1.44% | 0.34% | -0.29% | 0.35% |
| Interm Term Muni | VWIUX | -0.07% | 1.22% | 4.14% | -1.67% | -3.83% | -0.04% |
| Long Term Muni | VWLUX | 0.0% | 1.59% | 4.8% | -3.69% | -6.39% | -0.74% |
| High Yield Muni | VWAHX | -0.09% | 1.66% | 4.62% | -3.89% | -5.64% | -0.67% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
08/12/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | 0.27% | -0.57% | 0.74% | 4.62% | 5.21% | 2.05% |
| US Dollar Bearish | UDN | 0.94% | 2.41% | -0.81% | -9.33% | -13.17% | -3.99% |
| Australia Dollar | FXA | 3.05% | 4.92% | 2.78% | -0.2% | -3.82% | 1.35% |
| British Pound | FXB | 0.57% | 2.32% | -0.89% | -10.58% | -12.76% | -4.27% |
| Canadian Dollar | FXC | 1.39% | 2.08% | 1.23% | -0.27% | -2.22% | 0.44% |
| Euro | FXE | 0.8% | 1.72% | -1.6% | -9.96% | -13.91% | -4.59% |
| Swiss Franc | FXF | 2.09% | 3.69% | 6.21% | -2.3% | -3.92% | 1.15% |
| Japanese Yen | FXY | 1.18% | 3.74% | -3.2% | -13.8% | -18.36% | -6.09% |
| Chinese Yuan | CYB | 0.39% | 0.27% | 1.3% | -4.1% | -2.99% | -1.03% |
US Equity Style Trend
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US Sectors Trend
08/12/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | 1.17% | 3.52% | -1.87% | 0.35% | 6.89% | 2.01% |
| Consumer Discretionary | XLY | 3.41% | 17.31% | 11.55% | -5.86% | -5.85% | 4.11% |
| Healthcare | XLV | 1.65% | 2.63% | 3.9% | 2.59% | 1.45% | 2.44% |
| Utilities | XLU | 3.35% | 9.98% | 7.41% | 14.46% | 15.21% | 10.08% |
| Financial | XLF | 5.55% | 11.89% | 6.05% | -11.34% | -6.13% | 1.21% |
| Technology | XLK | 2.44% | 13.77% | 10.86% | -2.76% | -2.1% | 4.44% |
| Industries | XLI | 3.87% | 14.97% | 7.24% | 0.48% | -3.55% | 4.6% |
| Energy | XLE | 7.38% | 14.4% | -0.7% | 15.02% | 72.39% | 21.7% |
| Materials | XLB | 5.2% | 12.6% | -0.23% | -1.66% | -2.61% | 2.66% |
| Telecom | IYZ | 2.91% | 4.92% | 2.7% | -8.56% | -17.55% | -3.12% |
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