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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
07/30/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.02% | -0.02% | 0.22% | 0.21% | 0.85% | 0.26% |
| Bank Loans | BKLN | -0.36% | -0.63% | -0.09% | 0.41% | 4.82% | 0.83% |
| US Total Bond | BND | 0.27% | 1.0% | 2.23% | 0.22% | -0.88% | 0.57% |
| Treasury Bills | SHV | 0.0% | 0.0% | -0.02% | -0.03% | -0.03% | -0.02% |
| Short Term Treasury | SHY | 0.02% | 0.13% | 0.04% | -0.02% | 0.0% | 0.03% |
| Intermediate Treasury | IEF | 0.42% | 1.69% | 3.47% | -0.39% | -3.37% | 0.36% |
| 10-20Year Treasury | TLH | 0.58% | 2.88% | 6.68% | -1.16% | -9.51% | -0.1% |
| 20+ Year Treasury | TLT | 0.69% | 3.09% | 8.3% | -0.85% | -11.3% | -0.01% |
| Inflation Protected | TIP | 0.73% | 2.14% | 4.47% | 3.9% | 6.41% | 3.53% |
| MBS Bond | MBB | 0.06% | 0.49% | 0.2% | -0.57% | -0.17% | 0.0% |
| Short Term Credit | IGSB | 0.07% | 0.29% | 0.6% | 0.53% | 1.74% | 0.65% |
| Intermediate Term Credit | IGIB | 0.21% | 1.01% | 2.86% | 0.82% | 1.95% | 1.37% |
| Long Term Credit | LQD | 0.18% | 1.22% | 4.31% | 1.49% | 0.73% | 1.58% |
| High Yield | JNK | -0.1% | -0.17% | 1.59% | 3.47% | 8.4% | 2.64% |
| International Treasury | BWX | 0.75% | 1.16% | 0.61% | -3.16% | 0.21% | -0.09% |
| Emerging Mkt Bonds | PCY | -0.11% | 0.47% | 1.76% | -0.59% | 3.42% | 0.99% |
| International Inflation Protected | WIP | 0.49% | 1.55% | 3.1% | 0.5% | 5.77% | 2.28% |
| National Muni | MUB | -0.14% | 0.32% | 1.16% | 0.91% | 2.58% | 0.97% |
| California Muni | CMF | 0.08% | 0.5% | 0.95% | 0.54% | 1.6% | 0.73% |
| New York Muni | NYF | -0.14% | 0.43% | 1.26% | 1.35% | 2.83% | 1.15% |
| Short Term Muni | VWSUX | 0.06% | 0.06% | 0.12% | 0.19% | 0.73% | 0.23% |
| Interm Term Muni | VWIUX | -0.07% | 0.47% | 0.97% | 0.85% | 2.92% | 1.03% |
| Long Term Muni | VWLUX | -0.08% | 0.57% | 1.59% | 1.6% | 4.43% | 1.62% |
| High Yield Muni | VWAHX | -0.08% | 0.58% | 2.14% | 2.64% | 6.93% | 2.44% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
07/30/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | -0.33% | -2.08% | -2.74% | 0.99% | 4.65% | 0.1% |
| US Dollar Bearish | UDN | 0.96% | 0.14% | -1.17% | -2.08% | 0.38% | -0.36% |
| Australia Dollar | FXA | -0.41% | -2.54% | -4.85% | -4.15% | 2.26% | -1.94% |
| British Pound | FXB | 1.09% | 0.42% | 0.52% | 1.27% | 5.76% | 1.81% |
| Canadian Dollar | FXC | 0.72% | -1.27% | -1.6% | 2.28% | 6.88% | 1.4% |
| Euro | FXE | 0.76% | -0.07% | -1.6% | -2.71% | -0.25% | -0.77% |
| Swiss Franc | FXF | 1.54% | 1.61% | 0.62% | -2.19% | -0.21% | 0.27% |
| Japanese Yen | FXY | 0.8% | 1.22% | -0.48% | -4.76% | -4.07% | -1.46% |
| Chinese Yuan | CYB | 0.4% | 0.18% | 0.65% | 0.43% | 10.28% | 2.39% |
US Equity Style Trend
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US Sectors Trend
07/30/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | 0.15% | 2.26% | 3.43% | 12.89% | 17.07% | 7.16% |
| Consumer Discretionary | XLY | -1.55% | -0.39% | 1.0% | 11.71% | 32.64% | 8.68% |
| Healthcare | XLV | 0.51% | 3.01% | 9.34% | 15.72% | 27.18% | 11.15% |
| Utilities | XLU | 0.4% | 3.05% | -0.37% | 7.75% | 11.99% | 4.56% |
| Financial | XLF | 0.72% | -1.14% | 1.11% | 27.21% | 54.93% | 16.57% |
| Technology | XLK | -0.72% | 2.36% | 10.01% | 19.52% | 40.17% | 14.27% |
| Industries | XLI | -0.24% | 0.07% | 1.71% | 22.68% | 46.17% | 14.08% |
| Energy | XLE | 1.79% | -9.69% | 0.98% | 28.2% | 44.23% | 13.1% |
| Materials | XLB | 2.8% | 1.38% | 1.61% | 19.95% | 41.77% | 13.5% |
| Telecom | IYZ | 0.59% | 0.86% | 2.98% | 10.72% | 20.43% | 7.12% |
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