📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 1 Year
📊 Market Intelligence Overview Live
🐂 Risk-On
48
Health Score
⚠️ Moderate
Based on CAGR, Sharpe, Vol, DD
12.7%
Avg Period Return (1 Year)
↗ Positive
USO
Best Performer (1 Year)
+138.0%
United States Oil Fund
Medium
Market Risk Level
22.5% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
14.0%
Medium Risk
🛡️
Fixed Income
-9.7%
Low Risk
🏗️
Commodities
51.4%
High Risk
💱
Forex
-1.5%
Low Risk
🏢
Real Estate
0.8%
Low Risk
₿
Crypto
-31.3%
High Risk
📋 Executive Summary: Over the 1 year, the analyzed portfolio of 18 ETFs shows an average return of 12.67% with 22.5% volatility. USO leads with 137.95% return, while the market health score indicates moderate conditions. Equities leading with controlled volatility
🔥 Market Insights Today
  • 📈 Strong momentum: Average return of 12.67% over 1 Year
  • 🏆 USO leads with 137.95% return - United States Oil Fund
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
11 data points
📈
Avg CAGR
12.7%
Compound annual growth
🎯
Avg Total Return
13%
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
 ↗ 138.0% N/A 49.3% -32.5%
XLE
State Street Energy Selec
 ↗ 58.7% N/A 22.1% -15.6%
DBC
Invesco DB Commodity Inde
 ↗ 52.5% N/A 20.8% -16.5%
QQQ
Invesco QQQ Trust, Series
 ↗ 17.5% N/A 19.8% -12.2%
SPY
State Street SPDR S&P 500
 ↗ 14.9% N/A 12.7% -9.1%
DIA
State Street SPDR Dow Jon
 ↗ 12.4% N/A 12.6% -10.1%
IWM
iShares Russell 2000 Inde
 ↗ 11.1% N/A 18.3% -11.4%
SLV
iShares Silver Trust
 ↗ 9.6% N/A 65.9% -52.4%
UUP
Invesco DB USD Index Bull
 ↗ 4.2% N/A 6.7% -6.8%
REET
iShares Global REIT ETF
 ↗ 1.0% N/A 12.3% -12.1%
VNQ
Vanguard Real Estate ETF
 ↗ 0.7% N/A 14.0% -12.1%
GLD
SPDR Gold Shares
 ↘ 1.8% N/A 29.6% -26.4%
FXE
Invesco CurrencyShares Eu
 ↘ 3.7% N/A 5.4% -7.3%
FXY
Invesco CurrencyShares Ja
 ↘ 5.2% N/A 8.1% -8.4%
IEF
iShares 7-10 Year Treasur
 ↘ 7.2% N/A 5.1% -9.3%
TLT
iShares 20+ Year Treasury
 ↘ 12.2% N/A 9.6% -16.2%
GBTC
Grayscale Bitcoin Trust (
 ↘ 24.6% N/A 45.2% -49.5%
BITO
ProShares Bitcoin ETF
 ↘ 38.0% N/A 47.0% -57.8%

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

Individual Analysis

Annual Returns Heatmap

ETF Name Apr 20 Aug 06 Dec 30 Feb 05 Jul 01 Mar 13 May 26 Nov 21 Oct 16 Oct 17 Sep 11
SPY State Street SPDR S&P 500 ETF T 6.7% 15.7% 3.4% 2.0% 12.3% -0.3% 13.0% -0.8% 14.9% 0.0% 15.0%
QQQ Invesco QQQ Trust, Series 1 7.1% 18.3% 2.6% -1.1% 20.1% -1.7% 20.9% -2.3% 17.5% 0.0% 18.4%
IWM iShares Russell 2000 Index Fund 13.9% 22.5% 1.9% 5.1% 23.0% 1.3% 19.4% -3.2% 11.1% 0.0% 18.7%
DIA State Street SPDR Dow Jones Ind 7.1% 16.6% 4.7% 5.9% 13.1% 1.0% 9.4% 0.2% 12.4% 0.0% 13.9%
TLT iShares 20+ Year Treasury Bond -4.6% -9.5% -3.7% -4.1% -6.2% -5.1% -6.7% -1.9% -12.2% 0.0% -11.3%
IEF iShares 7-10 Year Treasury Bond -1.6% -4.6% -0.9% -1.4% -3.5% -1.9% -3.2% -0.2% -7.2% 0.0% -6.6%
XLE State Street Energy Select Sect 28.1% 35.3% 4.6% 21.5% 22.8% 34.2% 34.6% 4.0% 58.7% 0.0% 51.5%
USO United States Oil Fund 78.5% 74.9% 2.6% 12.8% 51.9% 76.4% 101.5% 1.9% 138.0% 0.0% 127.9%
GLD SPDR Gold Shares 13.7% 0.2% 2.6% 13.6% -4.7% 18.5% 6.4% -3.8% -1.8% 0.0% 2.5%
SLV iShares Silver Trust 53.5% 18.9% 46.8% 41.9% 14.0% 54.7% 48.4% -3.6% 9.6% 0.0% 23.7%
DBC Invesco DB Commodity Index Trac 29.6% 30.5% 2.4% 7.4% 19.6% 29.8% 35.8% 1.9% 52.5% 0.0% 49.9%
UUP Invesco DB USD Index Bullish Fu -1.6% 1.6% -2.5% -2.4% 2.7% 0.5% 0.0% 2.3% 4.2% 0.0% 1.2%
FXE Invesco CurrencyShares Euro Cur 1.0% -1.3% 0.7% 0.9% -2.6% -2.1% -0.3% -1.3% -3.7% 0.0% -0.6%
FXY Invesco CurrencyShares Japanese -5.5% -5.3% -4.0% -4.4% -7.7% -5.9% -5.8% -3.9% -5.2% 0.0% -2.4%
VNQ Vanguard Real Estate ETF 6.4% 7.5% -2.1% -0.4% 6.2% 1.1% 6.6% -1.8% 0.7% 0.0% 4.0%
REET iShares Global REIT ETF 7.2% 9.6% -2.0% 1.2% 7.9% 0.9% 7.8% -1.8% 1.0% 0.0% 5.3%
GBTC Grayscale Bitcoin Trust (BTC) -28.9% -40.2% -17.8% -40.5% -44.3% -33.5% -29.4% -20.7% -24.6% 0.0% -28.4%
BITO ProShares Bitcoin ETF -40.4% -50.4% -30.3% -49.8% -53.7% -44.1% -40.9% -24.5% -38.0% 0.0% -40.9%