📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • YTD
📊 Market Intelligence Overview Live
🐂 Risk-On
43
Health Score
⚠️ Moderate
Based on CAGR, Sharpe, Vol, DD
6.6%
Avg Period Return (YTD)
↗ Positive
USO
Best Performer (YTD)
+82.9%
United States Oil Fund
Medium
Market Risk Level
24.6% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
11.8%
Medium Risk
🛡️
Fixed Income
-3.1%
Low Risk
🏗️
Commodities
22.1%
High Risk
💱
Forex
-0.5%
Low Risk
🏢
Real Estate
13.0%
Low Risk
₿
Crypto
-28.6%
High Risk
📋 Executive Summary: Over the ytd, the analyzed portfolio of 18 ETFs shows an average return of 6.62% with 24.6% volatility. USO leads with 82.92% return, while the market health score indicates moderate conditions. Equities leading with controlled volatility
🔥 Market Insights Today
  • 📈 Strong momentum: Average return of 6.62% over YTD
  • 🏆 USO leads with 82.92% return - United States Oil Fund
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
12 data points
📈
Avg CAGR
6.6%
Compound annual growth
🎯
Avg Total Return
7%
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
 ↗ 82.9% N/A 56.2% -32.5%
DBC
Invesco DB Commodity Inde
 ↗ 30.3% N/A 23.1% -16.5%
XLE
State Street Energy Selec
 ↗ 27.5% N/A 23.7% -15.6%
IWM
iShares Russell 2000 Inde
 ↗ 17.8% N/A 19.6% -11.2%
QQQ
Invesco QQQ Trust, Series
 ↗ 13.8% N/A 21.3% -11.8%
REET
iShares Global REIT ETF
 ↗ 13.7% N/A 13.7% -9.5%
VNQ
Vanguard Real Estate ETF
 ↗ 12.2% N/A 15.2% -9.3%
SPY
State Street SPDR S&P 500
 ↗ 8.7% N/A 13.8% -9.1%
DIA
State Street SPDR Dow Jon
 ↗ 7.1% N/A 13.5% -10.1%
UUP
Invesco DB USD Index Bull
 ↗ 4.8% N/A 6.0% -3.5%
FXE
Invesco CurrencyShares Eu
 ↘ 2.5% N/A 6.2% -5.7%
IEF
iShares 7-10 Year Treasur
 ↘ 2.7% N/A 5.2% -5.0%
TLT
iShares 20+ Year Treasury
 ↘ 3.6% N/A 9.6% -8.6%
FXY
Invesco CurrencyShares Ja
 ↘ 3.7% N/A 7.5% -6.5%
GLD
SPDR Gold Shares
 ↘ 7.7% N/A 33.4% -26.4%
SLV
iShares Silver Trust
 ↘ 22.4% N/A 79.4% -52.3%
GBTC
Grayscale Bitcoin Trust (
 ↘ 28.0% N/A 48.2% -40.4%
BITO
ProShares Bitcoin ETF
 ↘ 29.1% N/A 47.9% -41.2%

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

Individual Analysis

Annual Returns Heatmap

ETF Name Apr 08 Apr 27 Feb 10 Jan 02 Jan 22 Jul 13 Jul 20 Jun 03 Jun 23 Mar 02 Mar 19 May 14
SPY State Street SPDR S&P 500 ETF T -1.1% 4.7% 1.3% 0.0% 0.9% 9.7% 8.7% 10.4% 7.4% 0.5% -3.4% 9.5%
QQQ Invesco QQQ Trust, Series 1 -1.2% 8.3% -0.3% 0.0% 1.3% 16.1% 13.8% 21.4% 16.4% -0.8% -3.3% 17.4%
IWM iShares Russell 2000 Index Fund 4.7% 11.4% 7.0% 0.0% 8.5% 18.0% 17.8% 15.6% 18.7% 6.0% -0.5% 14.3%
DIA State Street SPDR Dow Jones Ind -0.9% 1.7% 3.8% 0.0% 2.1% 8.4% 7.1% 5.1% 6.8% 1.2% -4.7% 3.6%
TLT iShares 20+ Year Treasury Bond -0.1% -0.9% 1.7% 0.0% 0.8% -3.5% -3.6% -2.0% -1.0% 3.0% 0.5% -2.4%
IEF iShares 7-10 Year Treasury Bond -0.7% -0.8% 0.5% 0.0% -0.3% -2.9% -2.7% -2.2% -2.0% 1.1% -0.4% -1.9%
XLE State Street Energy Select Sect 27.2% 24.4% 17.4% 0.0% 7.1% 24.3% 27.5% 28.6% 19.3% 25.0% 30.0% 27.2%
USO United States Oil Fund 80.7% 95.4% 13.2% 0.0% 4.2% 70.8% 82.9% 104.3% 61.3% 26.4% 70.2% 107.4%
GLD SPDR Gold Shares 9.1% 7.9% 16.1% 0.0% 13.4% -7.8% -7.7% 2.4% -5.3% 23.0% 7.1% 7.3%
SLV iShares Silver Trust 2.6% 3.9% 11.7% 0.0% 32.5% -20.7% -22.4% 0.7% -15.2% 24.1% -0.1% 14.8%
DBC Invesco DB Commodity Index Trac 27.6% 34.4% 7.8% 0.0% 6.0% 26.5% 30.3% 35.3% 21.1% 15.3% 28.8% 39.1%
UUP Invesco DB USD Index Bullish Fu 1.6% 1.3% -1.1% 0.0% 0.2% 5.1% 4.8% 2.8% 4.9% 0.8% 1.7% 1.9%
FXE Invesco CurrencyShares Euro Cur -0.4% 0.0% 1.6% 0.0% 0.3% -2.9% -2.5% -1.1% -2.8% -0.2% -1.1% -0.4%
FXY Invesco CurrencyShares Japanese -1.2% -1.7% 1.7% 0.0% -1.0% -3.6% -3.7% -2.1% -3.1% -0.3% -0.6% -1.0%
VNQ Vanguard Real Estate ETF 4.1% 7.1% 6.1% 0.0% 2.1% 10.5% 12.2% 6.7% 10.6% 8.4% 3.5% 7.7%
REET iShares Global REIT ETF 5.0% 7.8% 6.5% 0.0% 1.5% 11.6% 13.7% 7.2% 10.0% 8.9% 2.9% 9.0%
GBTC Grayscale Bitcoin Trust (BTC) -20.8% -14.8% -23.5% 0.0% -0.6% -31.3% -28.0% -27.7% -31.1% -23.2% -22.0% -9.8%
BITO ProShares Bitcoin ETF -21.4% -15.5% -23.7% 0.0% -0.6% -32.3% -29.1% -28.6% -32.1% -23.6% -22.5% -10.8%