📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 1 Month
📊 Market Intelligence Overview Live
🐂 Risk-On
38
Health Score
🔴 Weak
Based on CAGR, Sharpe, Vol, DD
-2.4%
Avg Period Return (1 Month)
↘ Negative
QQQ
Best Performer (1 Month)
+7.9%
Invesco QQQ Trust, Series
Medium
Market Risk Level
20.8% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
5.8%
Medium Risk
🛡️
Fixed Income
-3.0%
Low Risk
🏗️
Commodities
-6.9%
High Risk
💱
Forex
-0.5%
Low Risk
🏢
Real Estate
2.9%
Medium Risk
₿
Crypto
-15.3%
High Risk
📋 Executive Summary: Over the 1 month, the analyzed portfolio of 18 ETFs shows an average return of -2.42% with 20.8% volatility. QQQ leads with 7.85% return, while the market health score indicates weak conditions. Equities leading with controlled volatility
🔥 Market Insights Today
  • 📉 Slight decline: Down 2.43% over 1 Month
  • 🏆 QQQ leads with 7.85% return - Invesco QQQ Trust, Series 1
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
12 data points
📈
Avg CAGR
-2.4%
Compound annual growth
🎯
Avg Total Return
-2%
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
QQQ
Invesco QQQ Trust, Series
 ↗ 7.9% N/A 24.2% -7.0%
XLE
State Street Energy Selec
 ↗ 5.7% N/A 24.1% -13.8%
IWM
iShares Russell 2000 Inde
 ↗ 5.7% N/A 18.1% -4.8%
SPY
State Street SPDR S&P 500
 ↗ 4.8% N/A 12.9% -4.5%
DIA
State Street SPDR Dow Jon
 ↗ 4.8% N/A 11.6% -3.2%
USO
United States Oil Fund
 ↗ 4.1% N/A 51.0% -32.5%
UUP
Invesco DB USD Index Bull
 ↗ 4.0% N/A 4.9% -1.0%
REET
iShares Global REIT ETF
 ↗ 3.5% N/A 14.2% -3.2%
VNQ
Vanguard Real Estate ETF
 ↗ 2.4% N/A 16.0% -3.3%
DBC
Invesco DB Commodity Inde
 ↗ 1.8% N/A 21.0% -16.5%
FXY
Invesco CurrencyShares Ja
 ↘ 2.3% N/A 6.5% -3.9%
IEF
iShares 7-10 Year Treasur
 ↘ 2.4% N/A 5.2% -2.9%
FXE
Invesco CurrencyShares Eu
 ↘ 3.1% N/A 4.8% -3.7%
TLT
iShares 20+ Year Treasury
 ↘ 3.7% N/A 8.9% -4.6%
GBTC
Grayscale Bitcoin Trust (
 ↘ 14.9% N/A 37.8% -28.5%
BITO
ProShares Bitcoin ETF
 ↘ 15.6% N/A 37.2% -28.8%
GLD
SPDR Gold Shares
 ↘ 16.9% N/A 24.1% -17.5%
SLV
iShares Silver Trust
 ↘ 29.2% N/A 51.0% -36.5%

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

Individual Analysis

Annual Returns Heatmap

ETF Name Apr 20 Apr 28 Jul 08 Jul 16 Jul 20 Jun 02 Jun 10 Jun 18 Jun 29 May 06 May 14 May 22
SPY State Street SPDR S&P 500 ETF T 0.0% 0.4% 5.2% 5.9% 4.8% 7.2% 2.4% 5.4% 4.6% 3.5% 5.6% 5.2%
QQQ Invesco QQQ Trust, Series 1 0.0% 1.7% 10.0% 9.2% 7.9% 15.4% 7.3% 14.5% 12.0% 7.6% 11.3% 10.9%
IWM iShares Russell 2000 Index Fund 0.0% -1.2% 5.8% 6.6% 5.7% 5.2% 1.7% 6.6% 7.8% 3.4% 2.6% 2.8%
DIA State Street SPDR Dow Jones Ind 0.0% -0.6% 5.8% 6.2% 4.8% 4.0% 1.2% 4.3% 5.5% 1.0% 1.3% 2.4%
TLT iShares 20+ Year Treasury Bond 0.0% -0.8% -3.1% -3.3% -3.7% -1.6% -2.5% -0.3% 0.5% -1.1% -2.5% -2.7%
IEF iShares 7-10 Year Treasury Bond 0.0% -0.6% -2.4% -2.2% -2.4% -1.7% -2.2% -1.5% -0.8% -0.9% -1.7% -2.1%
XLE State Street Energy Select Sect 0.0% 4.8% 1.0% 3.5% 5.7% 5.3% 5.8% -2.4% -2.7% 3.5% 5.5% 8.0%
USO United States Oil Fund 0.0% 15.1% -7.5% -1.7% 4.1% 13.2% 10.7% -5.3% -11.7% 10.4% 17.9% 16.2%
GLD SPDR Gold Shares 0.0% -4.6% -15.3% -17.5% -16.9% -6.8% -15.3% -12.4% -16.6% -2.5% -3.4% -6.4%
SLV iShares Silver Trust 0.0% -8.3% -26.8% -30.2% -29.2% -5.8% -20.1% -17.5% -27.0% -2.8% 4.7% -5.3%
DBC Invesco DB Commodity Index Trac 0.0% 5.8% -3.0% -0.7% 1.8% 5.1% 1.7% -3.6% -7.4% 5.4% 8.7% 6.5%
UUP Invesco DB USD Index Bullish Fu 0.0% 0.8% 3.8% 3.7% 4.0% 1.6% 2.7% 3.6% 3.8% 0.1% 1.1% 1.7%
FXE Invesco CurrencyShares Euro Cur 0.0% -0.7% -3.1% -3.0% -3.1% -1.4% -2.1% -2.8% -3.1% -0.4% -1.0% -1.6%
FXY Invesco CurrencyShares Japanese 0.0% -0.5% -2.3% -2.3% -2.3% -0.6% -1.1% -1.6% -1.9% 1.6% 0.4% -0.1%
VNQ Vanguard Real Estate ETF 0.0% -1.4% -0.2% 3.1% 2.4% -2.6% 0.7% -1.5% 1.2% 0.1% -1.8% -0.3%
REET iShares Global REIT ETF 0.0% -1.4% 0.9% 3.7% 3.5% -2.2% 0.2% -1.5% 2.1% 0.4% -0.8% -0.2%
GBTC Grayscale Bitcoin Trust (BTC) 0.0% -0.1% -18.8% -16.2% -14.9% -12.1% -19.1% -17.8% -21.2% 6.6% 6.6% -0.9%
BITO ProShares Bitcoin ETF 0.0% 0.0% -19.3% -16.6% -15.6% -12.3% -19.4% -18.2% -21.7% 6.6% 6.4% -1.1%