MyPlanIQ
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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
05/01/2025| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | -0.33% | -0.26% | -0.37% | 1.11% | 3.95% | 0.82% |
| Bank Loans | BKLN | -0.1% | 0.83% | -1.8% | 0.34% | 4.33% | 0.72% |
| US Total Bond | BND | 0.49% | -0.63% | 2.15% | 2.25% | 6.83% | 2.22% |
| Treasury Bills | SHV | -0.25% | -0.02% | 0.03% | 1.14% | 3.77% | 0.93% |
| Short Term Treasury | SHY | -0.1% | -0.05% | 0.83% | 1.76% | 4.98% | 1.48% |
| Intermediate Treasury | IEF | 0.52% | -0.99% | 2.66% | 2.15% | 6.59% | 2.18% |
| 10-20Year Treasury | TLH | 0.5% | -2.98% | 1.43% | -0.42% | 5.04% | 0.71% |
| 20+ Year Treasury | TLT | 0.51% | -3.44% | 1.43% | -2.03% | 3.52% | 0.0% |
| Inflation Protected | TIP | -0.15% | -1.23% | 2.21% | 2.26% | 6.57% | 1.93% |
| MBS Bond | MBB | 0.24% | -1.16% | 1.95% | 2.38% | 7.18% | 2.12% |
| Short Term Credit | IGSB | -0.08% | -0.31% | 0.75% | 1.86% | 5.91% | 1.63% |
| Intermediate Term Credit | IGIB | 0.04% | -0.99% | 0.73% | 1.3% | 6.67% | 1.55% |
| Long Term Credit | LQD | -0.23% | -1.59% | -0.23% | -0.26% | 4.77% | 0.49% |
| High Yield | JNK | -0.58% | 0.43% | -2.22% | 0.1% | 5.6% | 0.66% |
| International Treasury | BWX | -0.95% | 2.01% | 6.42% | 3.68% | 6.79% | 3.59% |
| Emerging Mkt Bonds | PCY | -0.15% | -1.45% | -2.01% | -1.73% | 4.48% | -0.17% |
| International Inflation Protected | WIP | -0.91% | -0.18% | 4.42% | 1.86% | 3.19% | 1.68% |
| National Muni | MUB | 0.48% | -1.33% | -1.92% | -1.48% | 0.4% | -0.77% |
| California Muni | CMF | 0.69% | -1.43% | -2.16% | -1.72% | 0.15% | -0.89% |
| New York Muni | NYF | 0.85% | -1.26% | -1.98% | -1.22% | 0.5% | -0.62% |
| Short Term Muni | VWSUX | 0.19% | -0.51% | -0.32% | 0.29% | 2.57% | 0.45% |
| Interm Term Muni | VWIUX | 0.75% | -1.4% | -1.62% | -1.02% | 1.2% | -0.42% |
| Long Term Muni | VWLUX | 0.96% | -2.13% | -2.59% | -2.28% | 0.46% | -1.12% |
| High Yield Muni | VWAHX | 1.07% | -2.26% | -2.63% | -2.69% | 0.66% | -1.17% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
11/06/2023| Description | 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
05/01/2025| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | 0.09% | -1.1% | 1.74% | 2.02% | 9.44% | 2.44% |
| Consumer Discretionary | XLY | 2.18% | 3.83% | -14.94% | 0.93% | 12.93% | 0.99% |
| Communication Services | XLC | 2.3% | 3.67% | -5.92% | 4.5% | 21.87% | 5.28% |
| Healthcare | XLV | -0.55% | -4.53% | -7.26% | -6.54% | -1.54% | -4.09% |
| Utilities | XLU | 0.87% | 0.27% | 1.01% | -0.16% | 19.31% | 4.26% |
| Financial | XLF | 1.04% | 2.22% | -5.83% | 5.33% | 21.92% | 4.94% |
| Technology | XLK | 3.71% | 9.13% | -8.24% | -3.98% | 8.68% | 1.86% |
| Industries | XLI | 2.47% | 5.05% | -5.11% | -0.71% | 9.72% | 2.28% |
| Energy | XLE | -2.11% | -6.85% | -10.38% | -8.03% | -10.53% | -7.58% |
| Materials | XLB | 0.34% | 0.53% | -6.62% | -10.1% | -4.4% | -4.05% |
| Telecom | IYZ | 3.84% | 2.19% | -1.13% | 6.28% | 32.56% | 8.75% |
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