📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 20 Years
📊 Market Intelligence Overview Live
🐻 Risk-Off
29
Health Score
🔴 Weak
Based on CAGR, Sharpe, Vol, DD
4.5%
Avg CAGR (5 Years)
↗ Positive
USO
Best Performer (5 Years)
+22.8% CAGR
United States Oil Fund
High
Market Risk Level
49.2% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
9.0%
High Risk
🛡️
Fixed Income
-7.8%
Medium Risk
🏗️
Commodities
17.3%
High Risk
💱
Forex
-1.6%
Medium Risk
🏢
Real Estate
-2.9%
High Risk
₿
Crypto
-7.7%
High Risk
📋 Executive Summary: Over the last 20 years, the analyzed portfolio of 18 ETFs shows an average CAGR of 4.5% with 49.2% average volatility. USO leads performance at 22.8% CAGR, while the market health score indicates weak conditions. Flight to safety or high volatility
🔥 Market Insights Today
  • 📊 Moderate growth: Positive returns averaging 4.5% CAGR
  • 🏆 USO leads with 22.8% CAGR - United States Oil Fund
  • ⚠️ High volatility (49.2% avg) - Consider defensive assets
  • 🎯 GLD best risk-adjusted returns (Sharpe: 0.6)
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
6 data points
📈
Avg CAGR
4.5%
Compound annual growth
🎯
Avg Total Return
39%
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
 ↗ 22.8% 0.47 83.3% -34.9%
XLE
State Street Energy Selec
 ↗ 18.7% 0.58 60.2% -23.4%
SLV
iShares Silver Trust
 ↗ 18.0% 0.39 77.0% -45.3%
GLD
SPDR Gold Shares
 ↗ 17.9% 0.60 36.9% -23.8%
QQQ
Invesco QQQ Trust, Series
 ↗ 13.7% 0.54 47.4% -35.5%
SPY
State Street SPDR S&P 500
 ↗ 11.0% 0.58 35.8% -24.8%
DBC
Invesco DB Commodity Inde
 ↗ 9.3% 0.34 42.4% -31.3%
DIA
State Street SPDR Dow Jon
 ↗ 7.8% 0.55 31.9% -20.9%
GBTC
Grayscale Bitcoin Trust (
 ↗ 7.4% 0.39 126.5% -84.6%
IWM
iShares Russell 2000 Inde
 ↗ 3.5% 0.19 46.3% -32.9%
UUP
Invesco DB USD Index Bull
 ↗ 2.9% 0.01 17.2% -12.1%
FXE
Invesco CurrencyShares Eu
 ↘ 0.9% -0.28 16.0% -17.5%
REET
iShares Global REIT ETF
 ↘ 2.4% -0.24 37.6% -35.3%
VNQ
Vanguard Real Estate ETF
 ↘ 3.4% -0.26 40.6% -38.6%
IEF
iShares 7-10 Year Treasur
 ↘ 4.5% -0.85 16.1% -23.5%
FXY
Invesco CurrencyShares Ja
 ↘ 6.9% -1.49 21.5% -32.7%
TLT
iShares 20+ Year Treasury
 ↘ 11.1% -0.95 32.1% -49.8%
BITO
ProShares Bitcoin ETF
 ↘ 22.7% -0.18 117.0% -80.3%

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

Individual Analysis

Annual Returns Heatmap

ETF Name 2021 2022 2023 2024 2025 2026
SPY State Street SPDR S&P 500 ETF T 4.8% -18.0% 22.5% 26.5% 17.7% 10.0%
QQQ Invesco QQQ Trust, Series 1 6.4% -29.9% 52.4% 30.7% 20.9% 13.3%
IWM iShares Russell 2000 Index Fund -2.2% -19.3% 13.0% 16.1% 14.7% 3.9%
DIA State Street SPDR Dow Jones Ind 1.8% -8.6% 12.1% 14.0% 15.3% 4.9%
TLT iShares 20+ Year Treasury Bond 2.8% -30.0% -6.0% -9.4% 1.8% -9.0%
IEF iShares 7-10 Year Treasury Bond 0.9% -15.0% -2.0% -3.1% 5.2% -6.1%
XLE State Street Energy Select Sect -4.2% 42.6% -4.3% 3.3% 3.3% 46.2%
USO United States Oil Fund -6.3% 23.7% 2.8% 12.9% -14.5% 128.5%
GLD SPDR Gold Shares 1.9% 1.1% 10.1% 28.6% 60.5% -7.8%
SLV iShares Silver Trust -4.6% 6.8% -0.6% 27.2% 138.1% -28.8%
DBC Invesco DB Commodity Index Trac -3.8% 16.1% -6.8% -2.9% 1.0% 47.3%
UUP Invesco DB USD Index Bullish Fu 2.0% 8.4% -2.9% 7.9% -8.9% 5.8%
FXE Invesco CurrencyShares Euro Cur -2.5% -6.5% 3.9% -5.8% 14.3% -3.4%
FXY Invesco CurrencyShares Japanese -1.6% -12.5% -6.9% -8.4% 0.2% -0.4%
VNQ Vanguard Real Estate ETF 6.4% -25.7% 4.7% 3.3% 3.5% 2.6%
REET iShares Global REIT ETF 4.7% -23.6% 4.9% 1.2% 7.7% 2.2%
GBTC Grayscale Bitcoin Trust (BTC) -29.7% -73.0% 300.2% 132.4% -6.6% -10.7%
BITO ProShares Bitcoin ETF -26.9% -60.5% 92.0% 12.1% -45.9% -13.1%