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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
12/06/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.02% | 0.46% | 1.71% | 2.69% | 2.54% | 1.48% |
| Bank Loans | BKLN | 0.05% | 0.58% | 2.47% | 2.27% | 2.01% | 1.48% |
| US Total Bond | BND | 1.55% | 4.83% | 0.59% | -1.4% | -10.29% | -0.94% |
| Treasury Bills | SHV | 0.08% | 0.31% | 0.99% | 1.49% | 1.48% | 0.87% |
| Short Term Treasury | SHY | 0.32% | 0.93% | -0.23% | -0.65% | -3.05% | -0.53% |
| Intermediate Treasury | IEF | 1.79% | 5.08% | 0.09% | -1.66% | -11.73% | -1.29% |
| 10-20Year Treasury | TLH | 3.61% | 10.53% | 0.92% | -3.41% | -20.86% | -1.84% |
| 20+ Year Treasury | TLT | 5.12% | 13.68% | 0.7% | -4.85% | -26.16% | -2.3% |
| Inflation Protected | TIP | 2.25% | 3.35% | -1.84% | -2.08% | -4.62% | -0.59% |
| MBS Bond | MBB | 1.43% | 4.71% | -0.31% | -2.09% | -9.12% | -1.08% |
| Short Term Credit | IGSB | 0.64% | 2.12% | 0.58% | 0.12% | -3.76% | -0.06% |
| Intermediate Term Credit | IGIB | 1.88% | 5.63% | 1.73% | -0.6% | -10.45% | -0.36% |
| Long Term Credit | LQD | 2.54% | 7.9% | 3.41% | -0.59% | -13.8% | -0.11% |
| High Yield | JNK | 0.42% | 2.97% | 2.58% | 0.17% | -6.08% | 0.01% |
| International Treasury | BWX | 1.98% | 6.82% | 4.38% | -4.28% | -18.64% | -1.95% |
| Emerging Mkt Bonds | PCY | 1.01% | 9.36% | 7.12% | 0.67% | -18.08% | 0.02% |
| International Inflation Protected | WIP | 1.8% | 6.86% | 4.99% | -2.32% | -5.37% | 1.19% |
| National Muni | MUB | 0.65% | 4.4% | 2.25% | 0.73% | -5.85% | 0.44% |
| California Muni | CMF | 0.67% | 4.47% | 2.3% | 0.79% | -5.52% | 0.54% |
| New York Muni | NYF | 0.51% | 4.9% | 2.74% | 0.73% | -5.14% | 0.75% |
| Short Term Muni | VWSUX | 0.5% | 1.22% | 1.01% | 1.11% | 0.29% | 0.82% |
| Interm Term Muni | VWIUX | 1.43% | 4.64% | 2.43% | 1.52% | -3.88% | 1.23% |
| Long Term Muni | VWLUX | 1.28% | 6.08% | 2.85% | 0.54% | -7.6% | 0.63% |
| High Yield Muni | VWAHX | 1.46% | 6.32% | 2.08% | -0.29% | -7.5% | 0.41% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
12/06/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| G10 Carry Trade | DBV | -2.03% | -3.18% | -3.73% | -3.87% | 2.98% | -1.97% |
| US Dollar Bearish | UDN | 1.22% | 4.04% | 4.88% | -3.08% | -9.15% | -0.42% |
| Australia Dollar | FXA | 0.06% | 2.95% | -0.55% | -7.57% | -6.2% | -2.26% |
| British Pound | FXB | 1.43% | 5.29% | 5.83% | -3.25% | -8.13% | 0.23% |
| Canadian Dollar | FXC | -0.56% | -1.55% | -3.32% | -7.83% | -7.16% | -4.08% |
| Euro | FXE | 1.37% | 3.99% | 5.64% | -2.53% | -7.81% | 0.13% |
| Swiss Franc | FXF | 1.36% | 4.75% | 4.45% | 2.91% | -2.73% | 2.15% |
| Japanese Yen | FXY | 1.41% | 6.32% | 4.08% | -3.4% | -17.59% | -1.84% |
| Chinese Yuan | CYB | 2.4% | 4.06% | 1.41% | -2.86% | -5.7% | -0.14% |
US Equity Style Trend
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US Sectors Trend
12/06/2022| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | 0.11% | 4.2% | 4.99% | 2.03% | 5.2% | 3.31% |
| Consumer Discretionary | XLY | -1.25% | 2.45% | -10.07% | -9.48% | -32.27% | -10.12% |
| Healthcare | XLV | 1.19% | 3.4% | 9.82% | 4.46% | 4.26% | 4.62% |
| Utilities | XLU | 1.98% | 7.24% | -4.97% | -5.4% | 4.73% | 0.71% |
| Financial | XLF | -2.72% | 0.81% | 5.85% | -1.45% | -10.78% | -1.66% |
| Technology | XLK | 0.62% | 4.89% | -1.3% | -8.05% | -24.2% | -5.61% |
| Industries | XLI | -0.64% | 2.58% | 7.71% | 2.25% | -4.56% | 1.47% |
| Energy | XLE | -5.93% | -8.34% | 10.09% | -3.18% | 61.27% | 10.78% |
| Materials | XLB | 0.71% | 5.24% | 11.02% | -5.34% | -3.66% | 1.59% |
| Telecom | IYZ | -1.56% | 2.39% | -4.33% | -14.64% | -25.21% | -8.67% |
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