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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
09/17/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.02% | 0.1% | 0.06% | 0.24% | 0.66% | 0.22% |
| Bank Loans | BKLN | 0.0% | 0.82% | 0.64% | 1.45% | 4.07% | 1.39% |
| US Total Bond | BND | -0.01% | -0.12% | 0.87% | 3.2% | -0.23% | 0.74% |
| Treasury Bills | SHV | 0.0% | -0.01% | -0.01% | -0.05% | -0.04% | -0.02% |
| Short Term Treasury | SHY | -0.02% | 0.0% | 0.13% | -0.01% | -0.04% | 0.01% |
| Intermediate Treasury | IEF | -0.28% | -0.82% | 1.03% | 3.47% | -3.53% | -0.03% |
| 10-20Year Treasury | TLH | 0.08% | -0.97% | 2.42% | 9.05% | -6.96% | 0.72% |
| 20+ Year Treasury | TLT | 0.52% | -0.79% | 2.75% | 11.6% | -7.46% | 1.32% |
| Inflation Protected | TIP | -0.34% | 0.66% | 3.18% | 6.31% | 5.73% | 3.11% |
| MBS Bond | MBB | -0.11% | 0.1% | 0.54% | 0.71% | -0.13% | 0.22% |
| Short Term Credit | IGSB | -0.04% | 0.11% | 0.42% | 1.05% | 1.49% | 0.61% |
| Intermediate Term Credit | IGIB | -0.13% | -0.08% | 0.94% | 3.95% | 1.58% | 1.25% |
| Long Term Credit | LQD | 0.07% | 0.27% | 1.3% | 6.42% | 2.1% | 2.03% |
| High Yield | JNK | 0.22% | 1.26% | 1.68% | 4.39% | 9.7% | 3.45% |
| International Treasury | BWX | -0.88% | -0.75% | -0.65% | -0.98% | -2.22% | -1.09% |
| Emerging Mkt Bonds | PCY | -0.61% | 0.47% | 0.51% | 4.68% | 3.88% | 1.79% |
| International Inflation Protected | WIP | -1.02% | 0.8% | 1.41% | 2.06% | 5.67% | 1.78% |
| National Muni | MUB | 0.0% | -0.08% | 0.04% | 1.99% | 2.72% | 0.93% |
| California Muni | CMF | 0.05% | -0.1% | 0.21% | 1.88% | 1.76% | 0.76% |
| New York Muni | NYF | -0.03% | -0.14% | 0.02% | 1.99% | 3.02% | 0.97% |
| Short Term Muni | VWSUX | 0.0% | -0.01% | 0.1% | 0.35% | 0.62% | 0.21% |
| Interm Term Muni | VWIUX | 0.0% | -0.03% | 0.32% | 1.97% | 2.94% | 1.04% |
| Long Term Muni | VWLUX | 0.0% | -0.11% | 0.32% | 2.82% | 4.47% | 1.5% |
| High Yield Muni | VWAHX | -0.08% | -0.1% | 0.44% | 3.64% | 6.73% | 2.13% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
09/17/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | -0.2% | 2.72% | 0.52% | -0.64% | 5.99% | 1.68% |
| US Dollar Bearish | UDN | -0.67% | 0.38% | -1.18% | -1.74% | -1.14% | -0.87% |
| Australia Dollar | FXA | -1.04% | 1.85% | -3.01% | -6.29% | -0.69% | -1.84% |
| British Pound | FXB | -0.69% | 0.8% | -0.65% | -1.11% | 5.89% | 0.85% |
| Canadian Dollar | FXC | -0.58% | 0.58% | -2.62% | -2.1% | 3.06% | -0.33% |
| Euro | FXE | -0.66% | 0.19% | -1.38% | -1.94% | -1.94% | -1.15% |
| Swiss Franc | FXF | -1.46% | -1.7% | -1.36% | -0.88% | -3.44% | -1.77% |
| Japanese Yen | FXY | -0.13% | -0.3% | 0.0% | -1.31% | -5.5% | -1.45% |
| Chinese Yuan | CYB | -0.29% | 0.65% | 0.32% | 1.61% | 7.15% | 1.89% |
US Equity Style Trend
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US Sectors Trend
09/17/2021| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | -0.72% | -1.92% | 4.38% | 8.77% | 15.0% | 5.1% |
| Consumer Discretionary | XLY | 0.66% | 3.65% | 7.1% | 10.95% | 28.86% | 10.25% |
| Healthcare | XLV | -0.14% | -2.28% | 7.9% | 16.43% | 27.98% | 9.98% |
| Utilities | XLU | -2.99% | -5.05% | 4.38% | 8.37% | 17.17% | 4.38% |
| Financial | XLF | 0.0% | -0.29% | 7.09% | 10.74% | 55.23% | 14.55% |
| Technology | XLK | -0.73% | -0.17% | 9.62% | 20.51% | 40.38% | 13.92% |
| Industries | XLI | -1.6% | -2.24% | 1.03% | 4.64% | 29.19% | 6.2% |
| Energy | XLE | 3.2% | 7.47% | -4.94% | 1.63% | 54.39% | 12.35% |
| Materials | XLB | -3.19% | -2.92% | 1.16% | 5.16% | 26.04% | 5.25% |
| Telecom | IYZ | -0.53% | -1.2% | 2.75% | 5.51% | 23.63% | 6.03% |
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