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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
05/20/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Floating Rate | FLOT | 0.08% | 0.47% | 1.71% | 3.5% | 6.93% | 2.54% |
Bank Loans | BKLN | 0.17% | 1.08% | 2.49% | 5.12% | 11.36% | 4.04% |
US Total Bond | BND | 0.42% | 1.61% | 0.52% | 3.19% | 2.12% | 1.57% |
Treasury Bills | SHV | 0.1% | 0.4% | 1.26% | 2.58% | 5.28% | 1.93% |
Short Term Treasury | SHY | 0.12% | 0.56% | 0.63% | 2.02% | 3.05% | 1.28% |
Intermediate Treasury | IEF | 0.39% | 1.63% | 0.03% | 2.01% | -1.51% | 0.51% |
10-20Year Treasury | TLH | 0.71% | 2.75% | -0.02% | 3.64% | -3.23% | 0.77% |
20+ Year Treasury | TLT | 0.85% | 2.74% | -0.79% | 2.57% | -6.11% | -0.15% |
Inflation Protected | TIP | 0.42% | 1.37% | 1.08% | 2.67% | 1.38% | 1.39% |
MBS Bond | MBB | 0.26% | 1.89% | 0.42% | 3.16% | 1.43% | 1.43% |
Short Term Credit | IGSB | 0.29% | 1.0% | 1.15% | 3.6% | 5.29% | 2.27% |
Intermediate Term Credit | IGIB | 0.71% | 1.98% | 1.3% | 5.07% | 5.7% | 2.95% |
Long Term Credit | LQD | 0.74% | 2.18% | 0.83% | 4.52% | 4.99% | 2.65% |
High Yield | JNK | 0.55% | 1.73% | 2.07% | 6.74% | 10.63% | 4.34% |
International Treasury | BWX | 0.55% | 1.41% | -0.47% | -0.36% | -1.28% | -0.03% |
Emerging Mkt Bonds | PCY | 1.23% | 3.12% | 4.42% | 10.81% | 17.23% | 7.36% |
International Inflation Protected | WIP | 1.35% | 3.38% | 1.03% | 1.78% | 2.8% | 2.07% |
National Muni | MUB | -0.31% | 0.15% | -0.59% | 2.7% | 3.74% | 1.14% |
California Muni | CMF | -0.26% | 0.34% | -0.49% | 2.83% | 3.83% | 1.25% |
New York Muni | NYF | -0.41% | 0.36% | -0.35% | 3.0% | 3.83% | 1.29% |
Short Term Muni | VWSUX | -0.06% | 0.41% | 0.63% | 2.05% | 3.9% | 1.39% |
Interm Term Muni | VWIUX | -0.29% | 0.48% | -0.12% | 3.42% | 4.15% | 1.53% |
Long Term Muni | VWLUX | -0.18% | 0.95% | 0.12% | 5.01% | 5.58% | 2.3% |
High Yield Muni | VWAHX | -0.09% | 1.17% | 0.84% | 6.37% | 6.79% | 3.02% |
Global Stocks Trend
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Dividend Stock ETF Trend
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Commodities Trend
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Currencies Trend
11/06/2023Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
US Dollar Bearish | UDN | 0.87% | 1.09% | -2.36% | -2.21% | 6.98% | 0.87% |
Australia Dollar | FXA | 1.79% | 1.28% | -0.98% | -3.72% | 1.15% | -0.1% |
British Pound | FXB | 1.49% | 1.07% | -2.72% | -0.68% | 9.82% | 1.79% |
Canadian Dollar | FXC | 0.96% | -0.62% | -1.81% | -1.26% | 0.47% | -0.45% |
Euro | FXE | 1.02% | 1.59% | -2.05% | -1.64% | 8.48% | 1.48% |
Swiss Franc | FXF | 0.28% | 0.79% | -2.87% | -1.12% | 9.7% | 1.36% |
Japanese Yen | FXY | -0.66% | -1.04% | -5.03% | -10.18% | -2.72% | -3.93% |
Chinese Yuan | CYB | -100.0% | -100.0% | -100.0% | -100.0% | -100.0% | -100.0% |
US Equity Style Trend
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US Sectors Trend
05/20/2024Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
---|---|---|---|---|---|---|---|
Consumer Staples | XLP | 0.35% | 3.35% | 6.77% | 13.53% | 6.92% | 6.18% |
Consumer Discretionary | XLY | -0.28% | 4.02% | -0.71% | 6.0% | 18.32% | 5.47% |
Healthcare | XLV | 1.78% | 4.67% | 0.62% | 14.07% | 12.9% | 6.81% |
Utilities | XLU | 1.33% | 9.37% | 18.92% | 18.36% | 12.95% | 12.19% |
Financial | XLF | 0.6% | 2.54% | 6.15% | 20.27% | 30.62% | 12.04% |
Technology | XLK | 3.78% | 10.33% | 5.97% | 16.01% | 36.93% | 14.6% |
Industries | XLI | 0.34% | 3.45% | 6.72% | 19.56% | 27.98% | 11.61% |
Energy | XLE | 0.81% | -1.31% | 11.14% | 13.21% | 23.03% | 9.38% |
Materials | XLB | 0.54% | 3.63% | 8.74% | 15.98% | 20.39% | 9.86% |
Telecom | IYZ | 0.65% | 5.69% | -0.2% | 2.69% | 2.7% | 2.3% |