📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 20 Years
📊 Market Intelligence Overview Live
🐻 Risk-Off
19
Health Score
🔴 Weak
Based on CAGR, Sharpe, Vol, DD
6.7%
Avg CAGR (10 Years)
↗ Positive
GBTC
Best Performer (10 Years)
+51.7% CAGR
Grayscale Bitcoin Trust (
High
Market Risk Level
109.7% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
12.7%
High Risk
🛡️
Fixed Income
-2.8%
High Risk
🏗️
Commodities
9.3%
High Risk
💱
Forex
-0.9%
High Risk
🏢
Real Estate
0.9%
High Risk
₿
Crypto
15.1%
High Risk
📋 Executive Summary: Over the last 20 years, the analyzed portfolio of 18 ETFs shows an average CAGR of 6.7% with 109.7% average volatility. GBTC leads performance at 51.6% CAGR, while the market health score indicates weak conditions. Flight to safety or high volatility
🔥 Market Insights Today
  • 📊 Moderate growth: Positive returns averaging 6.7% CAGR
  • 🏆 GBTC leads with 51.7% CAGR - Grayscale Bitcoin Trust (BTC)
  • ⚠️ High volatility (109.7% avg) - Consider defensive assets
  • 🎯 QQQ best risk-adjusted returns (Sharpe: 0.73)
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
11 data points
📈
Avg CAGR
6.7%
Compound annual growth
🎯
Avg Total Return
445%
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 (
 ↗ 51.7% 0.40 405.5% -83.4%
QQQ
Invesco QQQ Trust, Series
 ↗ 19.7% 0.73 86.6% -33.1%
SPY
State Street SPDR S&P 500
 ↗ 13.2% 0.67 70.5% -24.8%
GLD
SPDR Gold Shares
 ↗ 13.1% 0.44 68.4% -23.9%
SLV
iShares Silver Trust
 ↗ 12.6% 0.29 134.1% -39.4%
DIA
State Street SPDR Dow Jon
 ↗ 10.5% 0.64 69.4% -23.1%
DBC
Invesco DB Commodity Inde
 ↗ 8.3% 0.26 79.4% -39.6%
IWM
iShares Russell 2000 Inde
 ↗ 7.5% 0.34 95.2% -33.9%
USO
United States Oil Fund
 ↗ 6.3% 0.18 210.5% -84.6%
XLE
State Street Energy Selec
 ↗ 6.3% 0.11 140.2% -62.8%
VNQ
Vanguard Real Estate ETF
 ↗ 1.3% -0.04 82.6% -37.1%
UUP
Invesco DB USD Index Bull
 ↗ 1.0% -0.12 32.3% -12.1%
REET
iShares Global REIT ETF
 ↗ 0.4% -0.16 83.1% -34.0%
FXE
Invesco CurrencyShares Eu
 ↗ 0.1% -0.27 31.0% -24.4%
IEF
iShares 7-10 Year Treasur
 ↘ 1.5% -0.63 29.6% -27.3%
FXY
Invesco CurrencyShares Ja
 ↘ 3.7% -1.18 39.1% -38.3%
TLT
iShares 20+ Year Treasury
 ↘ 4.0% -0.50 60.8% -54.5%
BITO
ProShares Bitcoin ETF
 ↘ 21.5% -0.47 255.5% -78.2%

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

Individual Analysis

Annual Returns Heatmap

ETF Name 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
SPY State Street SPDR S&P 500 ETF T 1.4% 17.3% -11.3% 19.2% 16.2% 28.3% -15.0% 16.9% 21.4% 13.3% 10.3%
QQQ Invesco QQQ Trust, Series 1 0.8% 25.0% -8.9% 26.4% 43.2% 26.5% -26.7% 39.0% 22.6% 17.6% 14.1%
IWM iShares Russell 2000 Index Fund 2.5% 12.7% -14.4% 11.1% 22.1% 8.2% -13.4% 4.8% 14.6% 8.7% 4.2%
DIA State Street SPDR Dow Jones Ind 3.2% 24.7% -10.8% 14.0% 8.3% 21.2% -5.6% 10.6% 11.6% 7.9% 6.2%
TLT iShares 20+ Year Treasury Bond -0.9% 5.6% -1.0% 11.1% 8.1% -2.5% -30.1% -7.7% -9.7% -0.7% -8.1%
IEF iShares 7-10 Year Treasury Bond -0.4% 0.5% 0.9% 5.1% 5.2% -3.1% -14.9% -2.8% -4.2% 3.4% -5.8%
XLE State Street Energy Select Sect 1.2% -0.9% -23.4% -5.9% -29.1% 41.2% 32.7% -6.8% 2.7% 2.0% 33.7%
USO United States Oil Fund 7.2% 6.1% -25.6% 12.9% -61.9% 54.5% 12.2% -3.9% 6.5% -11.4% 103.4%
GLD SPDR Gold Shares -1.9% 7.0% -5.0% 14.6% 19.4% -1.0% 0.9% 6.6% 28.5% 53.3% -14.2%
SLV iShares Silver Trust -3.5% -3.9% -11.2% 10.8% 46.1% -13.9% 5.9% -0.2% 25.9% 126.0% -31.7%
DBC Invesco DB Commodity Index Trac 4.1% 5.5% -15.3% 2.8% 0.8% 36.8% 10.0% -11.4% -4.3% 1.8% 38.1%
UUP Invesco DB USD Index Bullish Fu 0.8% -6.6% 9.5% 2.3% -7.8% 5.0% 7.5% -1.5% 5.7% -8.4% 7.7%
FXE Invesco CurrencyShares Euro Cur -0.7% 10.3% -8.5% -2.8% 9.2% -7.1% -5.4% 1.7% -4.2% 13.2% -5.2%
FXY Invesco CurrencyShares Japanese -2.1% -0.3% -0.9% -0.3% 4.4% -9.5% -12.7% -8.2% -7.0% -1.4% -2.4%
VNQ Vanguard Real Estate ETF 2.7% 0.7% -6.1% 11.3% -9.6% 36.6% -22.4% -3.0% 6.2% -2.3% 1.1%
REET iShares Global REIT ETF 1.8% 3.5% -8.8% 5.9% -14.0% 28.5% -20.7% -2.7% 3.5% 2.6% 0.8%
GBTC Grayscale Bitcoin Trust (BTC) 23.5% 1,758.2% -74.6% 105.3% 193.6% -1.3% -68.4% 184.9% 115.7% -15.0% -3.8%
BITO ProShares Bitcoin ETF — — — — — -21.0% -56.8% 40.1% 11.0% -50.6% -6.2%