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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
03/21/2023| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.52% | 0.49% | 2.92% | 6.45% | 7.53% | 3.58% |
| Bank Loans | BKLN | 0.14% | -0.58% | 3.1% | 6.87% | 6.36% | 3.18% |
| US Total Bond | BND | 0.56% | 2.25% | 2.01% | 3.42% | -2.71% | 1.11% |
| Treasury Bills | SHV | 0.12% | 0.71% | 1.71% | 3.5% | 4.13% | 2.03% |
| Short Term Treasury | SHY | 0.18% | 1.44% | 1.42% | 2.67% | 1.25% | 1.39% |
| Intermediate Treasury | IEF | 0.43% | 3.2% | 1.78% | 2.9% | -4.36% | 0.79% |
| 10-20Year Treasury | TLH | 0.24% | 4.06% | 2.37% | 3.65% | -10.15% | 0.03% |
| 20+ Year Treasury | TLT | 0.87% | 5.11% | 2.54% | 1.75% | -14.12% | -0.77% |
| Inflation Protected | TIP | 0.17% | 1.42% | 1.22% | 0.39% | -3.3% | -0.02% |
| MBS Bond | MBB | 0.48% | 1.98% | 1.39% | 3.31% | -2.82% | 0.87% |
| Short Term Credit | IGSB | 0.48% | 1.07% | 1.57% | 3.32% | 1.75% | 1.64% |
| Intermediate Term Credit | IGIB | 1.0% | 2.45% | 2.69% | 5.41% | -1.47% | 2.02% |
| Long Term Credit | LQD | 1.5% | 3.25% | 2.75% | 5.83% | -3.41% | 1.98% |
| High Yield | JNK | 0.47% | 1.97% | 2.38% | 6.8% | 0.73% | 2.47% |
| International Treasury | BWX | 1.19% | 3.15% | 2.45% | 7.89% | -9.93% | 0.95% |
| Emerging Mkt Bonds | PCY | -0.13% | 1.37% | 2.55% | 10.33% | -2.62% | 2.3% |
| International Inflation Protected | WIP | 0.19% | 2.88% | 3.48% | 8.86% | -5.88% | 1.91% |
| National Muni | MUB | 0.22% | 1.68% | 1.75% | 4.99% | 0.71% | 1.87% |
| California Muni | CMF | 0.41% | 1.83% | 1.39% | 5.16% | 0.85% | 1.93% |
| New York Muni | NYF | 0.15% | 1.63% | 1.16% | 5.35% | 0.59% | 1.78% |
| Short Term Muni | VWSUX | 0.13% | 0.84% | 1.35% | 2.57% | 2.77% | 1.53% |
| Interm Term Muni | VWIUX | 0.22% | 1.38% | 2.29% | 5.81% | 2.5% | 2.44% |
| Long Term Muni | VWLUX | 0.09% | 1.59% | 2.15% | 6.28% | 0.11% | 2.04% |
| High Yield Muni | VWAHX | -0.1% | 1.29% | 2.36% | 5.94% | -0.81% | 1.74% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
03/21/2023| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | -3.59% | -88.49% | -88.24% | -88.55% | -88.56% | -71.49% |
| US Dollar Bearish | UDN | 0.38% | 1.14% | 1.3% | 8.22% | -3.63% | 1.48% |
| Australia Dollar | FXA | -0.15% | -2.54% | 0.58% | 0.19% | -10.33% | -2.45% |
| British Pound | FXB | 0.22% | 0.9% | 1.0% | 8.6% | -6.72% | 0.8% |
| Canadian Dollar | FXC | -0.47% | -1.09% | 0.21% | -1.02% | -6.89% | -1.85% |
| Euro | FXE | 0.29% | 1.37% | 1.81% | 8.29% | -2.59% | 1.83% |
| Swiss Franc | FXF | -1.06% | 0.55% | 0.38% | 4.28% | 0.26% | 0.88% |
| Japanese Yen | FXY | 1.33% | 1.82% | -0.76% | 8.12% | -9.36% | 0.23% |
| Chinese Yuan | CYB | 0.0% | 0.64% | 2.52% | 4.27% | -3.98% | 0.69% |
US Equity Style Trend
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US Sectors Trend
03/21/2023| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | 0.8% | -0.95% | -2.05% | 3.94% | 0.37% | 0.42% |
| Consumer Discretionary | XLY | 3.26% | -0.08% | 11.98% | -6.93% | -20.41% | -2.43% |
| Healthcare | XLV | 1.03% | -1.96% | -4.99% | 3.22% | -4.86% | -1.51% |
| Utilities | XLU | -0.94% | -2.31% | -5.74% | -9.66% | -4.49% | -4.63% |
| Financial | XLF | -0.96% | -10.33% | -4.71% | -1.24% | -17.09% | -6.86% |
| Technology | XLK | 3.6% | 6.0% | 15.19% | 13.1% | -6.66% | 6.25% |
| Industries | XLI | -0.8% | -1.98% | 1.48% | 12.12% | -2.65% | 1.63% |
| Energy | XLE | -1.66% | -4.38% | -5.14% | 6.44% | 13.47% | 1.74% |
| Materials | XLB | -0.91% | -2.88% | -0.51% | 8.84% | -7.17% | -0.52% |
| Telecom | IYZ | 2.29% | -2.86% | 4.35% | 1.88% | -20.05% | -2.88% |
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