📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 20 Years
📊 Market Intelligence Overview Live
🐻 Risk-Off
18
Health Score
🔴 Weak
Based on CAGR, Sharpe, Vol, DD
6.1%
Avg CAGR (10 Years)
↗ Positive
GBTC
Best Performer (10 Years)
+51.1% CAGR
Grayscale Bitcoin Trust (
High
Market Risk Level
109.7% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
13.2%
High Risk
🛡️
Fixed Income
-3.4%
High Risk
🏗️
Commodities
7.9%
High Risk
💱
Forex
-1.3%
High Risk
🏢
Real Estate
0.7%
High Risk
₿
Crypto
13.2%
High Risk
📋 Executive Summary: Over the last 20 years, the analyzed portfolio of 18 ETFs shows an average CAGR of 6.1% with 109.7% average volatility. GBTC leads performance at 51.1% CAGR, while the market health score indicates weak conditions. Flight to safety or high volatility
🔥 Market Insights Today
  • 📊 Moderate growth: Positive returns averaging 6.1% CAGR
  • 🏆 GBTC leads with 51.1% CAGR - Grayscale Bitcoin Trust (BTC)
  • ⚠️ High volatility (109.7% avg) - Consider defensive assets
  • 🎯 QQQ best risk-adjusted returns (Sharpe: 0.72)
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
11 data points
📈
Avg CAGR
6.1%
Compound annual growth
🎯
Avg Total Return
424%
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 (
 ↗ 51.1% 0.40 405.5% -83.4%
QQQ
Invesco QQQ Trust, Series
 ↗ 19.6% 0.72 86.0% -33.1%
SPY
State Street SPDR S&P 500
 ↗ 13.1% 0.67 70.7% -24.8%
GLD
SPDR Gold Shares
 ↗ 11.4% 0.35 68.0% -24.0%
SLV
iShares Silver Trust
 ↗ 11.2% 0.26 132.9% -40.3%
DIA
State Street SPDR Dow Jon
 ↗ 10.9% 0.68 69.3% -23.1%
IWM
iShares Russell 2000 Inde
 ↗ 9.1% 0.47 96.0% -33.9%
DBC
Invesco DB Commodity Inde
 ↗ 7.3% 0.23 78.5% -39.6%
XLE
State Street Energy Selec
 ↗ 5.4% 0.07 139.1% -62.8%
USO
United States Oil Fund
 ↗ 4.3% 0.11 209.2% -84.6%
UUP
Invesco DB USD Index Bull
 ↗ 1.4% -0.06 32.7% -12.1%
VNQ
Vanguard Real Estate ETF
 ↗ 1.1% -0.05 82.5% -37.1%
REET
iShares Global REIT ETF
 ↗ 0.2% -0.16 83.1% -34.0%
FXE
Invesco CurrencyShares Eu
 ↘ 0.3% -0.31 31.3% -24.4%
IEF
iShares 7-10 Year Treasur
 ↘ 1.8% -0.67 29.7% -27.0%
FXY
Invesco CurrencyShares Ja
 ↘ 4.9% -1.30 41.1% -40.7%
TLT
iShares 20+ Year Treasury
 ↘ 5.0% -0.56 61.3% -51.1%
BITO
ProShares Bitcoin ETF
 ↘ 24.8% -0.56 257.1% -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 2.8% 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 1.8% 25.0% -8.9% 26.4% 43.2% 26.5% -26.7% 39.0% 22.6% 17.6% 12.3%
IWM iShares Russell 2000 Index Fund 9.4% 12.7% -14.4% 11.1% 22.1% 8.2% -13.4% 4.8% 14.6% 8.7% 12.9%
DIA State Street SPDR Dow Jones Ind 7.4% 24.7% -10.8% 14.0% 8.3% 21.2% -5.6% 10.6% 11.6% 7.9% 5.9%
TLT iShares 20+ Year Treasury Bond -14.8% 5.6% -1.0% 11.1% 8.1% -2.5% -30.1% -7.7% -9.7% -0.7% -3.8%
IEF iShares 7-10 Year Treasury Bond -6.2% 0.5% 0.9% 5.1% 5.2% -3.1% -14.9% -2.8% -4.2% 3.4% -2.5%
XLE State Street Energy Select Sect 9.9% -0.9% -23.4% -5.9% -29.1% 41.2% 32.7% -6.8% 2.7% 2.0% 14.0%
USO United States Oil Fund 13.1% 6.1% -25.6% 12.9% -61.9% 54.5% 12.2% -3.9% 6.5% -11.4% 58.8%
GLD SPDR Gold Shares -12.2% 7.0% -5.0% 14.6% 19.4% -1.0% 0.9% 6.6% 28.5% 53.3% -17.4%
SLV iShares Silver Trust -14.7% -3.9% -11.2% 10.8% 46.1% -13.9% 5.9% -0.2% 25.9% 126.0% -32.2%
DBC Invesco DB Commodity Index Trac 10.1% 5.5% -15.3% 2.8% 0.8% 36.8% 10.0% -11.4% -4.3% 1.8% 19.5%
UUP Invesco DB USD Index Bullish Fu 6.6% -6.6% 9.5% 2.3% -7.8% 5.0% 7.5% -1.5% 5.7% -8.4% 5.8%
FXE Invesco CurrencyShares Euro Cur -5.9% 10.3% -8.5% -2.8% 9.2% -7.1% -5.4% 1.7% -4.2% 13.2% -3.7%
FXY Invesco CurrencyShares Japanese -11.6% -0.3% -0.9% -0.3% 4.4% -9.5% -12.7% -8.2% -7.0% -1.4% -5.0%
VNQ Vanguard Real Estate ETF -7.2% 0.7% -6.1% 11.3% -9.6% 36.6% -22.4% -3.0% 6.2% -2.3% 9.4%
REET iShares Global REIT ETF -9.2% 3.5% -8.8% 5.9% -14.0% 28.5% -20.7% -2.7% 3.5% 2.6% 10.8%
GBTC Grayscale Bitcoin Trust (BTC) 48.4% 1,758.2% -74.6% 105.3% 193.6% -1.3% -68.4% 184.9% 115.7% -15.0% -22.8%
BITO ProShares Bitcoin ETF — — — — — -21.0% -56.8% 40.1% 11.0% -50.6% -23.9%