📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 20 Years
📊 Market Intelligence Overview Live
🐻 Risk-Off
14
Health Score
🔴 Weak
Based on CAGR, Sharpe, Vol, DD
5.0%
Avg CAGR (20 Years)
↗ Positive
GBTC
Best Performer (20 Years)
+59.2% CAGR
Grayscale Bitcoin Trust (
High
Market Risk Level
111.0% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
9.9%
High Risk
🛡️
Fixed Income
0.3%
High Risk
🏗️
Commodities
3.1%
High Risk
💱
Forex
-0.8%
High Risk
🏢
Real Estate
0.9%
High Risk
₿
Crypto
17.1%
High Risk
📋 Executive Summary: Over the last 20 years, the analyzed portfolio of 18 ETFs shows an average CAGR of 5.0% with 111.0% average volatility. GBTC leads performance at 59.2% CAGR, while the market health score indicates weak conditions. Flight to safety or high volatility
🔥 Market Insights Today
  • 📊 Moderate growth: Positive returns averaging 5.0% CAGR
  • 🏆 GBTC leads with 59.2% CAGR - Grayscale Bitcoin Trust (BTC)
  • ⚠️ High volatility (111.0% avg) - Consider defensive assets
  • 🎯 QQQ best risk-adjusted returns (Sharpe: 0.68)
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
20 data points
📈
Avg CAGR
5.0%
Compound annual growth
🎯
Avg Total Return
1,096%
Over 20 years
1 Day 1 Week 1 Month YTD 1 Year 5 Years 10 Years 20 Years Max
> +30%
+20..30%
+10..20%
0..10%
-10..0%
-20..-10%
< -20%

All ETFs Comparison

Select ETFs

Performance Metrics

ETF CAGR Sharpe Volatility Max DD
GBTC
Grayscale Bitcoin Trust (
 ↗ 59.2% 0.43 401.9% -83.4%
QQQ
Invesco QQQ Trust, Series
 ↗ 15.6% 0.68 85.2% -50.0%
GLD
SPDR Gold Shares
 ↗ 9.6% 0.26 78.6% -42.9%
SPY
State Street SPDR S&P 500
 ↗ 9.0% 0.50 70.7% -52.2%
DIA
State Street SPDR Dow Jon
 ↗ 7.7% 0.50 67.7% -49.1%
SLV
iShares Silver Trust
 ↗ 7.2% 0.16 147.3% -72.2%
IWM
iShares Russell 2000 Inde
 ↗ 7.1% 0.39 93.3% -53.5%
XLE
State Street Energy Selec
 ↗ 3.7% 0.13 122.5% -71.3%
DBC
Invesco DB Commodity Inde
 ↗ 1.0% 0.00 88.3% -75.7%
VNQ
Vanguard Real Estate ETF
 ↗ 0.9% 0.05 103.6% -71.5%
REET
iShares Global REIT ETF
 ↗ 0.9% -0.13 80.1% -34.0%
IEF
iShares 7-10 Year Treasur
 ↗ 0.7% -0.31 29.9% -27.0%
UUP
Invesco DB USD Index Bull
 ↗ 0.7% -0.25 36.6% -21.1%
TLT
iShares 20+ Year Treasury
 ↘ 0.2% -0.12 62.7% -51.1%
FXE
Invesco CurrencyShares Eu
 ↘ 1.1% -0.30 41.8% -42.9%
FXY
Invesco CurrencyShares Ja
 ↘ 2.1% -0.51 44.3% -56.3%
USO
United States Oil Fund
 ↘ 5.8% -0.06 185.9% -97.9%
BITO
ProShares Bitcoin ETF
 ↘ 25.0% -0.57 257.0% -78.2%

💡 Sharpe > 1.0 = Excellent | 0.5-1.0 = Good | < 0.5 = Poor risk-adjusted returns

Individual Analysis

Annual Returns Heatmap

ETF Name 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
SPY State Street SPDR S&P 500 ETF T 1.7% -34.3% 34.5% 17.1% -2.5% 8.5% 23.4% 15.4% 2.2% 15.4% 17.3% -11.3% 19.2% 16.2% 28.3% -15.0% 16.9% 21.4% 13.3% 7.4%
QQQ Invesco QQQ Trust, Series 1 16.2% -34.1% 57.4% 27.3% -0.3% 7.6% 31.5% 19.7% 10.6% 13.8% 25.0% -8.9% 26.4% 43.2% 26.5% -26.7% 39.0% 22.6% 17.6% 11.8%
IWM iShares Russell 2000 Index Fund -4.4% -30.6% 40.4% 30.2% -5.4% 6.7% 28.8% 6.7% -2.7% 31.0% 12.7% -14.4% 11.1% 22.1% 8.2% -13.4% 4.8% 14.6% 8.7% 13.2%
DIA State Street SPDR Dow Jones Ind 5.0% -30.5% 30.0% 15.0% 2.7% 3.6% 19.6% 13.5% 1.5% 20.2% 24.7% -10.8% 14.0% 8.3% 21.2% -5.6% 10.6% 11.6% 7.9% 6.5%
TLT iShares 20+ Year Treasury Bond 6.3% 25.6% -13.4% 2.0% 32.9% 0.3% -13.2% 16.3% -12.8% -6.4% 5.6% -1.0% 11.1% 8.1% -2.5% -30.1% -7.7% -9.7% -0.7% -3.0%
IEF iShares 7-10 Year Treasury Bond 6.0% 9.6% -6.4% 3.4% 12.6% 1.0% -6.5% 3.6% -4.5% -3.9% 0.5% 0.9% 5.1% 5.2% -3.1% -14.9% -2.8% -4.2% 3.4% -2.2%
XLE State Street Energy Select Sect 36.6% -31.4% 21.5% 25.2% -5.5% 1.0% 14.4% -5.1% -20.2% 29.4% -0.9% -23.4% -5.9% -29.1% 41.2% 32.7% -6.8% 2.7% 2.0% 13.0%
USO United States Oil Fund 57.1% -54.3% 34.4% 9.4% -1.3% -11.8% 0.1% -41.5% -38.3% 21.5% 6.1% -25.6% 12.9% -61.9% 54.5% 12.2% -3.9% 6.5% -11.4% 55.9%
GLD SPDR Gold Shares 27.2% -5.3% 17.5% 30.9% 17.0% -4.3% -28.0% -5.4% -17.8% 2.5% 7.0% -5.0% 14.6% 19.4% -1.0% 0.9% 6.6% 28.5% 53.3% -17.2%
SLV iShares Silver Trust 8.7% -33.4% 32.1% 89.8% -1.6% -9.0% -38.5% -18.4% -20.3% 11.2% -3.9% -11.2% 10.8% 46.1% -13.9% 5.9% -0.2% 25.9% 126.0% -32.7%
DBC Invesco DB Commodity Index Trac 31.6% -34.8% 21.6% 21.4% -5.9% -0.2% -9.9% -25.8% -23.2% 23.9% 5.5% -15.3% 2.8% 0.8% 36.8% 10.0% -11.4% -4.3% 1.8% 18.6%
UUP Invesco DB USD Index Bullish Fu -4.4% 5.3% -11.1% -3.2% 0.5% -1.4% -0.5% 9.8% 2.1% 2.3% -6.6% 9.5% 2.3% -7.8% 5.0% 7.5% -1.5% 5.7% -8.4% 5.5%
FXE Invesco CurrencyShares Euro Cur 12.0% -6.3% 11.5% -3.8% -5.5% 0.5% 0.9% -10.6% -4.3% -3.5% 10.3% -8.5% -2.8% 9.2% -7.1% -5.4% 1.7% -4.2% 13.2% -3.5%
FXY Invesco CurrencyShares Japanese 5.5% 17.2% -3.9% 10.7% 6.2% -12.5% -13.5% -15.0% -2.6% 3.1% -0.3% -0.9% -0.3% 4.4% -9.5% -12.7% -8.2% -7.0% -1.4% -4.9%
VNQ Vanguard Real Estate ETF -26.6% -40.2% 48.8% 31.0% 1.5% 6.7% -5.4% 20.3% -7.9% 7.2% 0.7% -6.1% 11.3% -9.6% 36.6% -22.4% -3.0% 6.2% -2.3% 10.2%
REET iShares Global REIT ETF — — — — — — — 1.3% -8.2% 3.8% 3.5% -8.8% 5.9% -14.0% 28.5% -20.7% -2.7% 3.5% 2.6% 11.1%
GBTC Grayscale Bitcoin Trust (BTC) — — — — — — — — 109.2% 182.9% 1,758.2% -74.6% 105.3% 193.6% -1.3% -68.4% 184.9% 115.7% -15.0% -24.0%
BITO ProShares Bitcoin ETF — — — — — — — — — — — — — — -21.0% -56.8% 40.1% 11.0% -50.6% -25.1%