📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 1 Month
📊 Market Intelligence Overview Live
🐂 Risk-On
47
Health Score
⚠️ Moderate
Based on CAGR, Sharpe, Vol, DD
5.3%
Avg Period Return (1 Month)
↗ Positive
USO
Best Performer (1 Month)
+30.5%
United States Oil Fund
Medium
Market Risk Level
18.7% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
-0.9%
Low Risk
🛡️
Fixed Income
-4.5%
Low Risk
🏗️
Commodities
14.1%
High Risk
💱
Forex
1.0%
Low Risk
🏢
Real Estate
-8.8%
Low Risk
₿
Crypto
25.9%
High Risk
📋 Executive Summary: Over the 1 month, the analyzed portfolio of 18 ETFs shows an average return of 5.28% with 18.7% volatility. USO leads with 30.49% return, while the market health score indicates moderate conditions. Equities leading with controlled volatility
🔥 Market Insights Today
  • 📈 Strong momentum: Average return of 5.28% over 1 Month
  • 🏆 USO leads with 30.49% return - United States Oil Fund
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
12 data points
📈
Avg CAGR
5.3%
Compound annual growth
🎯
Avg Total Return
5%
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
USO
United States Oil Fund
 ↗ 30.5% N/A 48.2% -17.6%
GBTC
Grayscale Bitcoin Trust (
 ↗ 26.6% N/A 35.7% -7.1%
BITO
ProShares Bitcoin ETF
 ↗ 25.2% N/A 36.0% -7.2%
XLE
State Street Energy Selec
 ↗ 18.3% N/A 21.5% -6.7%
DBC
Invesco DB Commodity Inde
 ↗ 16.4% N/A 20.2% -6.6%
GLD
SPDR Gold Shares
 ↗ 3.7% N/A 23.7% -12.2%
SPY
State Street SPDR S&P 500
 ↗ 2.7% N/A 10.9% -3.1%
FXY
Invesco CurrencyShares Ja
 ↗ 2.6% N/A 9.7% -3.4%
QQQ
Invesco QQQ Trust, Series
 ↗ 2.1% N/A 18.4% -6.7%
UUP
Invesco DB USD Index Bull
 ↗ 2.1% N/A 5.3% -2.5%
SLV
iShares Silver Trust
 ↗ 1.4% N/A 39.1% -20.0%
DIA
State Street SPDR Dow Jon
 ↘ 0.3% N/A 11.6% -6.3%
FXE
Invesco CurrencyShares Eu
 ↘ 1.8% N/A 4.9% -4.5%
IEF
iShares 7-10 Year Treasur
 ↘ 3.6% N/A 5.3% -5.2%
TLT
iShares 20+ Year Treasury
 ↘ 5.3% N/A 10.4% -8.8%
IWM
iShares Russell 2000 Inde
 ↘ 8.0% N/A 14.0% -11.4%
VNQ
Vanguard Real Estate ETF
 ↘ 8.3% N/A 12.4% -12.1%
REET
iShares Global REIT ETF
 ↘ 9.3% N/A 10.0% -12.1%

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

Individual Analysis

Annual Returns Heatmap

ETF Name Aug 04 Aug 12 Aug 20 Aug 28 Jul 17 Jul 27 Oct 02 Oct 12 Oct 16 Sep 08 Sep 16 Sep 24
SPY State Street SPDR S&P 500 ETF T 3.8% 3.9% 2.6% 3.5% 0.0% -0.6% 3.6% 4.7% 2.7% 3.1% 1.5% 3.2%
QQQ Invesco QQQ Trust, Series 1 4.1% 4.1% 2.2% 3.0% 0.0% -1.9% 7.8% 7.3% 2.1% 3.3% 1.4% 6.6%
IWM iShares Russell 2000 Index Fund 2.6% 3.0% 1.2% 0.6% 0.0% -0.4% -4.3% -5.5% -8.0% 0.2% -3.4% -4.2%
DIA State Street SPDR Dow Jones Ind 3.8% 3.1% 1.3% 2.7% 0.0% 0.1% -1.9% -0.6% -0.3% 1.4% -1.1% -1.6%
TLT iShares 20+ Year Treasury Bond -2.0% -2.9% -2.6% -1.9% 0.0% -0.9% -8.3% -7.7% -5.3% -2.7% -4.3% -6.0%
IEF iShares 7-10 Year Treasury Bond -0.6% -0.9% -0.9% -1.1% 0.0% -0.6% -5.1% -4.7% -3.6% -1.8% -3.3% -4.4%
XLE State Street Energy Select Sect 1.5% 5.8% 10.5% 8.7% 0.0% 1.2% 8.9% 14.4% 18.3% 12.3% 11.0% 8.5%
USO United States Oil Fund -6.6% 2.7% 8.5% 4.6% 0.0% 0.7% 18.9% 21.8% 30.5% 17.8% 26.0% 23.5%
GLD SPDR Gold Shares 1.6% 9.9% 12.7% 11.0% 0.0% 1.7% 3.2% 3.7% 3.7% 8.5% 6.3% 6.3%
SLV iShares Silver Trust 6.0% 16.3% 21.4% 18.2% 0.0% 4.2% 7.8% 7.0% 1.4% 16.9% 12.4% 13.5%
DBC Invesco DB Commodity Index Trac -2.3% 3.9% 7.4% 6.3% 0.0% 0.1% 12.3% 15.0% 16.4% 11.8% 14.4% 14.5%
UUP Invesco DB USD Index Bullish Fu -0.6% -0.5% -1.5% -0.5% 0.0% 1.0% 2.0% 2.8% 2.1% -1.2% 0.3% 1.3%
FXE Invesco CurrencyShares Euro Cur 0.7% 0.7% 2.1% 1.3% 0.0% -0.6% -1.7% -2.5% -1.8% 1.5% 0.2% -0.6%
FXY Invesco CurrencyShares Japanese 2.9% 1.8% 2.0% 1.3% 0.0% -0.9% 2.8% 2.3% 2.6% 5.4% 3.9% 2.1%
VNQ Vanguard Real Estate ETF -1.1% -2.7% -1.4% -2.8% 0.0% 0.5% -10.5% -8.7% -8.3% -4.1% -6.5% -8.9%
REET iShares Global REIT ETF -0.7% -2.3% -1.5% -3.0% 0.0% 1.0% -10.1% -9.4% -9.3% -4.1% -7.6% -8.5%
GBTC Grayscale Bitcoin Trust (BTC) 0.0% -1.4% 13.2% 20.7% 0.0% 1.2% 31.0% 28.6% 26.6% 22.0% 18.2% 31.2%
BITO ProShares Bitcoin ETF -0.1% -1.6% 12.9% 20.3% 0.0% 1.0% 29.8% 27.3% 25.2% 21.3% 17.6% 30.5%