📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • YTD
📊 Market Intelligence Overview Live
🐂 Risk-On
48
Health Score
⚠️ Moderate
Based on CAGR, Sharpe, Vol, DD
12.5%
Avg Period Return (YTD)
↗ Positive
USO
Best Performer (YTD)
+134.6%
United States Oil Fund
Medium
Market Risk Level
23.1% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
10.9%
Medium Risk
🛡️
Fixed Income
-7.0%
Low Risk
🏗️
Commodities
41.8%
High Risk
💱
Forex
0.6%
Low Risk
🏢
Real Estate
3.6%
Low Risk
₿
Crypto
-11.5%
High Risk
📋 Executive Summary: Over the ytd, the analyzed portfolio of 18 ETFs shows an average return of 12.46% with 23.1% volatility. USO leads with 134.57% return, while the market health score indicates moderate conditions. Equities leading with controlled volatility
🔥 Market Insights Today
  • 📈 Strong momentum: Average return of 12.46% over YTD
  • 🏆 USO leads with 134.57% return - United States Oil Fund
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
12 data points
📈
Avg CAGR
12.5%
Compound annual growth
🎯
Avg Total Return
12%
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
 ↗ 134.6% N/A 53.8% -32.5%
DBC
Invesco DB Commodity Inde
 ↗ 50.7% N/A 22.3% -16.5%
XLE
State Street Energy Selec
 ↗ 49.5% N/A 23.1% -15.6%
QQQ
Invesco QQQ Trust, Series
 ↗ 15.8% N/A 20.5% -11.8%
SPY
State Street SPDR S&P 500
 ↗ 11.7% N/A 13.0% -9.1%
IWM
iShares Russell 2000 Inde
 ↗ 8.7% N/A 18.1% -11.4%
DIA
State Street SPDR Dow Jon
 ↗ 7.3% N/A 12.9% -10.1%
UUP
Invesco DB USD Index Bull
 ↗ 6.7% N/A 5.8% -3.5%
VNQ
Vanguard Real Estate ETF
 ↗ 3.7% N/A 14.4% -12.1%
REET
iShares Global REIT ETF
 ↗ 3.4% N/A 12.8% -12.1%
FXY
Invesco CurrencyShares Ja
 ↘ 1.0% N/A 8.3% -7.2%
FXE
Invesco CurrencyShares Eu
 ↘ 4.0% N/A 5.8% -7.3%
GLD
SPDR Gold Shares
 ↘ 4.1% N/A 30.7% -26.4%
IEF
iShares 7-10 Year Treasur
 ↘ 5.9% N/A 5.3% -9.3%
TLT
iShares 20+ Year Treasury
 ↘ 8.0% N/A 9.9% -15.1%
GBTC
Grayscale Bitcoin Trust (
 ↘ 10.3% N/A 44.9% -40.4%
BITO
ProShares Bitcoin ETF
 ↘ 12.8% N/A 44.7% -41.2%
SLV
iShares Silver Trust
 ↘ 21.7% N/A 69.3% -52.4%

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

Individual Analysis

Annual Returns Heatmap

ETF Name Apr 23 Aug 12 Feb 27 Jan 02 Jan 30 Jul 16 Jun 17 Mar 26 May 20 Oct 06 Oct 16 Sep 09
SPY State Street SPDR S&P 500 ETF T 3.7% 13.1% 0.4% 0.0% 1.3% 9.9% 8.5% -5.6% 8.5% 14.0% 11.7% 11.6%
QQQ Invesco QQQ Trust, Series 1 6.3% 18.0% -1.0% 0.0% 1.4% 15.1% 17.8% -6.4% 16.3% 23.9% 15.8% 16.8%
IWM iShares Russell 2000 Index Fund 10.8% 21.7% 5.1% 0.0% 4.4% 18.8% 16.5% -0.5% 12.5% 13.1% 8.7% 16.8%
DIA State Street SPDR Dow Jones Ind 1.9% 11.1% 1.3% 0.0% 1.1% 8.5% 6.8% -5.0% 3.4% 6.4% 7.3% 8.4%
TLT iShares 20+ Year Treasury Bond -0.6% -5.7% 4.4% 0.0% 0.1% -3.2% -0.8% -1.1% -3.6% -11.2% -8.0% -6.1%
IEF iShares 7-10 Year Treasury Bond -0.7% -3.3% 2.0% 0.0% -0.2% -2.5% -2.1% -1.6% -2.4% -7.2% -5.9% -4.4%
XLE State Street Energy Select Sect 24.8% 33.7% 22.5% 0.0% 11.8% 24.9% 19.8% 34.8% 31.0% 39.7% 49.5% 43.1%
USO United States Oil Fund 95.4% 84.6% 18.8% 0.0% 15.3% 73.0% 65.7% 70.0% 109.2% 110.1% 134.6% 117.5%
GLD SPDR Gold Shares 8.2% 1.7% 21.5% 0.0% 11.7% -8.4% -2.4% 0.6% 4.8% -4.0% -4.1% 1.3%
SLV iShares Silver Trust 4.0% -10.2% 29.3% 0.0% 14.7% -23.4% -7.8% -7.6% 4.5% -15.7% -21.7% -7.7%
DBC Invesco DB Commodity Index Trac 33.5% 34.5% 12.1% 0.0% 9.1% 27.1% 23.8% 27.0% 37.9% 46.0% 50.7% 46.7%
UUP Invesco DB USD Index Bullish Fu 1.6% 4.0% -0.1% 0.0% -1.0% 4.5% 4.0% 2.6% 2.3% 6.6% 6.7% 3.2%
FXE Invesco CurrencyShares Euro Cur -0.2% -1.6% 0.9% 0.0% 1.3% -2.3% -1.9% -1.7% -0.7% -3.9% -4.0% -0.7%
FXY Invesco CurrencyShares Japanese -1.9% -1.8% 0.4% 0.0% 1.4% -3.7% -2.6% -2.0% -1.4% -1.1% -1.0% 1.9%
VNQ Vanguard Real Estate ETF 7.9% 9.9% 8.1% 0.0% 2.6% 13.1% 8.0% -0.9% 9.0% 1.6% 3.7% 7.3%
REET iShares Global REIT ETF 8.3% 11.4% 8.9% 0.0% 2.6% 13.9% 8.0% -0.3% 9.4% 2.9% 3.4% 8.3%
GBTC Grayscale Bitcoin Trust (BTC) -13.8% -30.1% -27.1% 0.0% -6.8% -29.0% -28.9% -24.0% -14.0% -5.7% -10.3% -13.8%
BITO ProShares Bitcoin ETF -14.4% -31.4% -27.4% 0.0% -7.0% -30.1% -30.0% -24.5% -15.0% -8.2% -12.8% -15.7%