MyPlanIQ Advanced Investors 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

09/18/2020
Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
Floating Rate FLOT 0.06% 0.19% 0.67% 12.96% 1.49% 3.07%
Bank Loans BKLN 0.14% 1.3% 2.02% 25.74% 0.93% 6.02%
US Total Bond BND -0.08% -0.48% 0.39% 7.51% 4.93% 2.45%
Treasury Bills SHV 0.0% -0.01% 0.01% 0.0% 1.38% 0.28%
Short Term Treasury SHY 0.0% 0.03% 0.1% 0.47% 3.62% 0.85%
Intermediate Treasury IEF -0.25% -0.27% 0.38% 2.73% 10.2% 2.56%
10-20Year Treasury TLH -0.42% -1.23% 0.41% 3.05% 13.89% 3.14%
20+ Year Treasury TLT -0.55% -1.47% 1.07% 3.36% 17.3% 3.94%
Inflation Protected TIP -0.02% 0.33% 3.22% 9.59% 9.52% 4.53%
MBS Bond MBB -0.16% -0.17% 0.04% 3.4% 4.48% 1.52%
Short Term Credit IGSB 0.0% 0.09% 1.19% 15.21% 3.55% 4.01%
Intermediate Term Credit IGIB 0.08% 0.07% 2.19% 22.59% 7.16% 6.42%
Long Term Credit LQD 0.27% -0.31% 1.97% 28.96% 9.98% 8.17%
High Yield JNK -0.2% -0.27% 1.74% 21.72% -3.94% 3.81%
International Treasury BWX 0.67% 0.7% 4.84% 12.64% 4.4% 4.65%
Emerging Mkt Bonds PCY -0.79% -0.83% 4.76% 30.72% -1.34% 6.51%
International Inflation Protected WIP 0.4% 1.05% 6.79% 21.99% 2.7% 6.58%
National Muni MUB 0.02% -0.06% 1.19% 14.6% 4.05% 3.96%
California Muni CMF 0.06% -0.26% 0.99% 16.8% 4.25% 4.37%
New York Muni NYF 0.1% -0.39% 0.71% 13.02% 2.87% 3.26%
Short Term Muni VWSUX 0.0% 0.09% 0.55% 4.03% 2.31% 1.39%
Interm Term Muni VWIUX 0.0% -0.14% 1.43% 11.98% 4.53% 3.56%
Long Term Muni VWLUX 0.0% -0.26% 1.81% 13.62% 4.88% 4.01%
High Yield Muni VWAHX 0.09% -0.26% 2.44% 13.65% 3.42% 3.87%

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

09/18/2020
Description Symbol 1 Week 4 Weeks 13 Weeks 26 Weeks 52 Weeks Trend Score
Consumer Staples XLP -1.48% -0.95% 6.83% 26.37% 5.59% 7.27%
Consumer Discretionary XLY -1.49% -1.57% 13.22% 65.04% 20.77% 19.19%
Healthcare XLV 0.91% -1.2% 5.2% 34.7% 17.79% 11.48%
Utilities XLU -0.7% -1.51% 1.79% 22.38% -8.38% 2.72%
Financial XLF -0.12% 1.52% 2.92% 30.51% -12.11% 4.54%
Technology XLK -1.06% -5.24% 9.61% 57.73% 40.82% 20.37%
Industries XLI 1.51% 3.05% 13.79% 53.27% 1.25% 14.57%
Energy XLE 3.03% -6.72% -15.06% 29.97% -45.15% -6.79%
Materials XLB 1.0% 6.19% 16.98% 61.55% 12.65% 19.67%
Telecom IYZ 0.11% -3.7% 0.11% 19.3% -6.24% 1.91%
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