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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
08/07/2026| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Floating Rate | FLOT | 0.09% | 0.25% | 1.1% | 2.08% | 4.46% | 1.6% |
| Bank Loans | BKLN | 0.54% | 0.83% | 0.8% | 2.23% | 4.34% | 1.75% |
| US Total Bond | BND | 0.94% | 0.19% | -0.21% | -0.16% | 2.94% | 0.74% |
| Treasury Bills | SHV | 0.08% | 0.29% | 0.87% | 1.75% | 3.75% | 1.35% |
| Short Term Treasury | SHY | 0.21% | 0.36% | 0.43% | 0.62% | 2.79% | 0.88% |
| Intermediate Treasury | IEF | 0.58% | -0.15% | -0.89% | -1.1% | 1.52% | -0.01% |
| 10-20Year Treasury | TLH | 0.92% | -1.08% | -2.06% | -2.59% | 0.43% | -0.88% |
| 20+ Year Treasury | TLT | 1.43% | -1.24% | -2.34% | -2.91% | -0.44% | -1.1% |
| Inflation Protected | TIP | 0.22% | -0.24% | -1.09% | 0.06% | 1.85% | 0.16% |
| MBS Bond | MBB | 0.75% | -0.11% | -0.66% | -0.27% | 4.02% | 0.74% |
| Short Term Credit | IGSB | 0.32% | 0.38% | 0.46% | 0.67% | 3.57% | 1.08% |
| Intermediate Term Credit | IGIB | 0.59% | -0.07% | -0.53% | -0.54% | 3.14% | 0.52% |
| Long Term Credit | LQD | 0.71% | -0.42% | -1.29% | -1.38% | 1.89% | -0.1% |
| High Yield | JNK | 0.69% | 0.43% | 0.91% | 1.65% | 5.76% | 1.89% |
| International Treasury | BWX | 1.67% | 2.28% | -0.97% | -1.67% | -1.85% | -0.11% |
| Emerging Mkt Bonds | PCY | 1.67% | -0.67% | -0.38% | 0.93% | 8.43% | 2.0% |
| International Inflation Protected | WIP | 1.57% | 2.43% | 0.1% | 1.66% | 9.72% | 3.1% |
| National Muni | MUB | 0.56% | -0.73% | -0.19% | -0.03% | 5.15% | 0.95% |
| California Muni | CMF | 1.03% | -0.41% | 0.21% | -0.19% | 5.52% | 1.23% |
| New York Muni | NYF | 0.9% | -0.51% | 0.12% | 0.27% | 5.48% | 1.25% |
| Short Term Muni | VWSUX | 0.13% | -0.13% | 0.39% | 0.71% | 2.7% | 0.76% |
| Interm Term Muni | VWIUX | 0.59% | -0.87% | -0.45% | -0.84% | 4.51% | 0.59% |
| Long Term Muni | VWLUX | 0.66% | -1.19% | -0.29% | 0.11% | 6.34% | 1.13% |
| High Yield Muni | VWAHX | 0.76% | -0.68% | 0.47% | 1.04% | 7.53% | 1.82% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
08/07/2026| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| US Dollar Bearish | UDN | 0.44% | 1.68% | -1.14% | -1.03% | 0.3% | 0.05% |
| Australia Dollar | FXA | 0.62% | 2.0% | -1.96% | 1.56% | 9.83% | 2.41% |
| British Pound | FXB | 0.9% | 1.6% | 0.24% | 0.83% | 3.23% | 1.36% |
| Canadian Dollar | FXC | 0.48% | 1.5% | -1.85% | -1.99% | -1.05% | -0.58% |
| Euro | FXE | 0.33% | 1.47% | -1.59% | -1.76% | 0.13% | -0.28% |
| Swiss Franc | FXF | 0.07% | 0.12% | -3.94% | -4.32% | -0.43% | -1.7% |
| Japanese Yen | FXY | 1.01% | 2.64% | -0.61% | -0.44% | -6.55% | -0.79% |
US Equity Style Trend
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US Sectors Trend
08/07/2026| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|---|---|
| Consumer Staples | XLP | 0.08% | 1.19% | 1.82% | -1.99% | 6.06% | 1.43% |
| Consumer Discretionary | XLY | 3.25% | 2.23% | -0.08% | 1.99% | 7.95% | 3.07% |
| Communication Services | XLC | 2.78% | -0.35% | -4.62% | -3.34% | 4.66% | -0.17% |
| Healthcare | XLV | 1.93% | 3.01% | 15.97% | 5.95% | 29.5% | 11.27% |
| Utilities | XLU | -1.67% | -3.96% | -1.86% | 1.94% | 4.01% | -0.31% |
| Financial | XLF | 1.16% | 3.39% | 12.8% | 7.07% | 12.8% | 7.45% |
| Technology | XLK | 7.2% | 1.18% | 7.22% | 33.51% | 42.12% | 18.25% |
| Industries | XLI | 2.97% | 1.79% | 7.18% | 7.49% | 24.34% | 8.75% |
| Energy | XLE | -3.44% | 4.39% | 3.97% | 9.45% | 39.59% | 10.79% |
| Materials | XLB | 4.82% | 3.87% | 2.85% | 3.46% | 21.83% | 7.36% |
| Telecom | IYZ | 5.98% | 3.22% | 5.59% | 15.79% | 45.74% | 15.26% |
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