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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
10/20/2020| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | -0.06% | -0.08% | 0.36% | 2.21% | 1.13% | 0.71% |
| Bank Loans | BKLN | 0.14% | -0.14% | 1.15% | 6.55% | 0.71% | 1.68% |
| US Total Bond | BND | -0.34% | -0.66% | -1.29% | 0.35% | 4.46% | 0.51% |
| Treasury Bills | SHV | -0.02% | -0.01% | -0.02% | -0.03% | 1.11% | 0.21% |
| Short Term Treasury | SHY | 0.0% | -0.03% | -0.01% | 0.12% | 3.24% | 0.66% |
| Intermediate Treasury | IEF | -0.51% | -0.86% | -0.97% | -0.81% | 9.48% | 1.26% |
| 10-20Year Treasury | TLH | -1.11% | -2.06% | -3.33% | -3.4% | 12.88% | 0.59% |
| 20+ Year Treasury | TLT | -1.55% | -2.96% | -4.49% | -6.37% | 16.21% | 0.17% |
| Inflation Protected | TIP | -0.32% | -0.28% | 0.9% | 4.47% | 9.37% | 2.83% |
| MBS Bond | MBB | -0.04% | 0.03% | -0.02% | 1.08% | 4.34% | 1.08% |
| Short Term Credit | IGSB | -0.02% | -0.09% | 0.4% | 3.94% | 3.26% | 1.5% |
| Intermediate Term Credit | IGIB | -0.34% | -0.36% | 0.13% | 7.26% | 6.39% | 2.62% |
| Long Term Credit | LQD | -0.58% | -0.43% | -1.6% | 5.64% | 9.26% | 2.46% |
| High Yield | JNK | -0.36% | 1.42% | 1.75% | 12.15% | 2.43% | 3.48% |
| International Treasury | BWX | 0.53% | 0.77% | 1.93% | 8.94% | 4.44% | 3.32% |
| Emerging Mkt Bonds | PCY | -1.35% | 0.28% | 0.26% | 17.12% | -1.81% | 2.9% |
| International Inflation Protected | WIP | 0.75% | 1.01% | 1.48% | 13.6% | 1.61% | 3.69% |
| National Muni | MUB | -0.03% | -0.42% | -0.38% | 3.55% | 3.61% | 1.27% |
| California Muni | CMF | -0.06% | -0.7% | -0.79% | 3.03% | 3.42% | 0.98% |
| New York Muni | NYF | -0.04% | -0.6% | -0.82% | 2.76% | 2.21% | 0.7% |
| Short Term Muni | VWSUX | -0.06% | -0.04% | 0.22% | 1.51% | 2.07% | 0.74% |
| Interm Term Muni | VWIUX | -0.07% | -0.35% | -0.02% | 3.41% | 3.95% | 1.39% |
| Long Term Muni | VWLUX | 0.0% | -0.43% | -0.12% | 4.07% | 4.26% | 1.56% |
| High Yield Muni | VWAHX | -0.09% | -0.42% | 0.26% | 5.69% | 2.88% | 1.66% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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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
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US Sectors Trend
10/20/2020| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | -1.82% | 3.23% | 6.08% | 12.39% | 7.02% | 5.38% |
| Consumer Discretionary | XLY | -2.07% | 5.31% | 11.74% | 41.13% | 26.23% | 16.47% |
| Healthcare | XLV | -1.77% | 3.29% | 0.52% | 10.17% | 18.88% | 6.22% |
| Utilities | XLU | 0.63% | 10.03% | 6.95% | 11.45% | -0.78% | 5.66% |
| Financial | XLF | -0.84% | 4.55% | 2.06% | 16.53% | -12.7% | 1.92% |
| Technology | XLK | -2.74% | 4.46% | 10.0% | 42.17% | 49.55% | 20.69% |
| Industries | XLI | 0.92% | 5.73% | 12.42% | 35.08% | 3.85% | 11.6% |
| Energy | XLE | -1.61% | -5.5% | -21.85% | -7.46% | -49.15% | -17.11% |
| Materials | XLB | -0.24% | 3.66% | 7.34% | 37.31% | 14.99% | 12.61% |
| Telecom | IYZ | -2.46% | -0.73% | -3.56% | 4.15% | -7.64% | -2.05% |
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