📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 1 Week
📊 Market Intelligence Overview Live
🐻 Risk-Off
44
Health Score
⚠️ Moderate
Based on CAGR, Sharpe, Vol, DD
0.3%
Avg Period Return (1 Week)
↗ Positive
USO
Best Performer (1 Week)
+12.1%
United States Oil Fund
Medium
Market Risk Level
18.8% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
-1.8%
Low Risk
🛡️
Fixed Income
-1.5%
Low Risk
🏗️
Commodities
1.7%
High Risk
💱
Forex
-0.2%
Low Risk
🏢
Real Estate
3.5%
Low Risk
₿
Crypto
0.9%
High Risk
📋 Executive Summary: Over the 1 week, the analyzed portfolio of 18 ETFs shows an average return of 0.35% with 18.8% volatility. USO leads with 12.11% return, while the market health score indicates moderate conditions. Flight to safety or high volatility
🔥 Market Insights Today
  • 📊 Positive momentum: Gaining 0.35% over 1 Week
  • 🏆 USO leads with 12.11% return - United States Oil Fund
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
11 data points
📈
Avg CAGR
0.3%
Compound annual growth
🎯
Avg Total Return
0%
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
 ↗ 12.1% N/A 48.2% -8.4%
XLE
State Street Energy Selec
 ↗ 7.6% N/A 19.7% -3.0%
DBC
Invesco DB Commodity Inde
 ↗ 6.5% N/A 21.2% -3.5%
REET
iShares Global REIT ETF
 ↗ 4.0% N/A 12.8% -1.7%
VNQ
Vanguard Real Estate ETF
 ↗ 2.9% N/A 16.4% -2.3%
GBTC
Grayscale Bitcoin Trust (
 ↗ 1.0% N/A 35.7% -8.9%
BITO
ProShares Bitcoin ETF
 ↗ 0.8% N/A 34.9% -8.9%
DIA
State Street SPDR Dow Jon
 ↗ 0.1% N/A 7.8% -2.3%
UUP
Invesco DB USD Index Bull
 ↗ 0.1% N/A 4.5% -1.0%
FXE
Invesco CurrencyShares Eu
 ↘ 0.1% N/A 4.3% -0.6%
SPY
State Street SPDR S&P 500
 ↘ 0.2% N/A 11.6% -2.1%
IEF
iShares 7-10 Year Treasur
 ↘ 0.5% N/A 5.0% -1.9%
FXY
Invesco CurrencyShares Ja
 ↘ 0.6% N/A 5.2% -0.9%
IWM
iShares Russell 2000 Inde
 ↘ 1.8% N/A 10.0% -2.5%
TLT
iShares 20+ Year Treasury
 ↘ 2.6% N/A 9.2% -4.1%
GLD
SPDR Gold Shares
 ↘ 4.4% N/A 22.6% -5.1%
QQQ
Invesco QQQ Trust, Series
 ↘ 5.5% N/A 24.5% -5.8%
SLV
iShares Silver Trust
 ↘ 13.3% N/A 44.4% -14.5%

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

Individual Analysis

Annual Returns Heatmap

ETF Name Jul 02 Jul 07 Jul 09 Jul 13 Jul 15 Jul 17 Jul 20 Jun 22 Jun 24 Jun 26 Jun 30
SPY State Street SPDR S&P 500 ETF T 0.1% 0.5% 1.0% 0.6% 1.4% -0.2% -0.2% 0.0% -1.5% -2.1% 0.3%
QQQ Invesco QQQ Trust, Series 1 -3.4% -3.9% -2.0% -3.6% -2.7% -5.8% -5.5% 0.0% -3.7% -4.3% -0.2%
IWM iShares Russell 2000 Index Fund -0.2% -0.7% -0.3% -1.6% -0.8% -1.4% -1.8% 0.0% -0.5% 0.6% 0.8%
DIA State Street SPDR Dow Jones Ind 2.1% 2.2% 1.4% 1.4% 1.7% 0.7% 0.1% 0.0% 0.3% 0.1% 1.0%
TLT iShares 20+ Year Treasury Bond -0.7% -1.8% -1.9% -2.5% -2.2% -1.8% -2.6% 0.0% 1.5% 1.5% 0.4%
IEF iShares 7-10 Year Treasury Bond 0.1% -0.3% -0.3% -0.8% -0.2% -0.2% -0.5% 0.0% 0.8% 1.1% 0.6%
XLE State Street Energy Select Sect -1.6% 1.1% 1.4% 5.0% 4.5% 6.7% 7.6% 0.0% -0.9% -0.4% -1.8%
USO United States Oil Fund -7.7% -3.4% -3.3% 4.5% 7.7% 10.0% 12.1% 0.0% -5.7% -6.4% -5.6%
GLD SPDR Gold Shares -1.7% -1.9% -1.7% -4.5% -3.2% -4.2% -4.4% 0.0% -4.9% -2.9% -4.2%
SLV iShares Silver Trust -6.6% -7.6% -8.1% -11.5% -11.4% -13.8% -13.3% 0.0% -12.1% -9.6% -9.2%
DBC Invesco DB Commodity Index Trac -3.1% -0.2% 0.6% 3.4% 5.0% 5.7% 6.5% 0.0% -3.5% -3.1% -2.7%
UUP Invesco DB USD Index Bullish Fu -0.1% 0.1% 0.0% 0.5% -0.4% -0.1% 0.1% 0.0% 0.6% 0.4% 0.2%
FXE Invesco CurrencyShares Euro Cur 0.0% -0.1% 0.0% -0.4% 0.4% 0.2% -0.1% 0.0% -0.6% -0.3% 0.0%
FXY Invesco CurrencyShares Japanese 0.3% -0.3% -0.6% -0.6% -0.5% -0.5% -0.6% 0.0% -0.2% -0.1% -0.6%
VNQ Vanguard Real Estate ETF 1.5% 1.9% 0.5% 1.3% 1.3% 3.6% 2.9% 0.0% 0.4% 2.2% -0.2%
REET iShares Global REIT ETF 2.4% 2.9% 1.6% 2.2% 2.3% 4.4% 4.0% 0.0% 1.2% 2.9% 1.1%
GBTC Grayscale Bitcoin Trust (BTC) -4.6% -1.0% -1.9% -3.5% 0.8% -0.5% 1.0% 0.0% -7.1% -7.4% -8.9%
BITO ProShares Bitcoin ETF -4.8% -1.3% -2.2% -3.7% 0.5% -0.8% 0.8% 0.0% -7.0% -7.3% -8.9%