📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 1 Week
📊 Market Intelligence Overview Live
🐂 Risk-On
46
Health Score
⚠️ Moderate
Based on CAGR, Sharpe, Vol, DD
2.6%
Avg Period Return (1 Week)
↗ Positive
USO
Best Performer (1 Week)
+18.4%
United States Oil Fund
Medium
Market Risk Level
18.1% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
0.3%
Low Risk
🛡️
Fixed Income
-2.1%
Low Risk
🏗️
Commodities
6.9%
High Risk
💱
Forex
-0.2%
Low Risk
🏢
Real Estate
2.2%
Low Risk
₿
Crypto
5.7%
High Risk
📋 Executive Summary: Over the 1 week, the analyzed portfolio of 18 ETFs shows an average return of 2.57% with 18.1% volatility. USO leads with 18.35% return, while the market health score indicates moderate conditions. Equities leading with controlled volatility
🔥 Market Insights Today
  • 📊 Positive momentum: Gaining 2.57% over 1 Week
  • 🏆 USO leads with 18.35% return - United States Oil Fund
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
11 data points
📈
Avg CAGR
2.6%
Compound annual growth
🎯
Avg Total Return
3%
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
 ↗ 18.4% N/A 47.0% -7.2%
DBC
Invesco DB Commodity Inde
 ↗ 10.1% N/A 20.4% -2.5%
XLE
State Street Energy Selec
 ↗ 8.7% N/A 19.4% -3.0%
BITO
ProShares Bitcoin ETF
 ↗ 5.7% N/A 32.4% -5.8%
GBTC
Grayscale Bitcoin Trust (
 ↗ 5.7% N/A 33.5% -5.9%
REET
iShares Global REIT ETF
 ↗ 3.2% N/A 12.5% -1.7%
SPY
State Street SPDR S&P 500
 ↗ 1.9% N/A 10.4% -1.7%
VNQ
Vanguard Real Estate ETF
 ↗ 1.2% N/A 15.5% -2.3%
DIA
State Street SPDR Dow Jon
 ↗ 0.9% N/A 8.0% -2.3%
GLD
SPDR Gold Shares
 ↗ 0.5% N/A 22.8% -4.5%
FXE
Invesco CurrencyShares Eu
 ↗ 0.3% N/A 4.0% -0.6%
UUP
Invesco DB USD Index Bull
 ↗ 0.0% N/A 4.4% -1.0%
IWM
iShares Russell 2000 Inde
 ↘ 0.5% N/A 11.2% -2.7%
FXY
Invesco CurrencyShares Ja
 ↘ 1.0% N/A 5.3% -1.3%
IEF
iShares 7-10 Year Treasur
 ↘ 1.1% N/A 4.9% -2.1%
QQQ
Invesco QQQ Trust, Series
 ↘ 1.2% N/A 22.2% -5.6%
TLT
iShares 20+ Year Treasury
 ↘ 3.2% N/A 8.9% -4.6%
SLV
iShares Silver Trust
 ↘ 3.3% N/A 43.0% -10.2%

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

Individual Analysis

Annual Returns Heatmap

ETF Name Jul 01 Jul 06 Jul 08 Jul 10 Jul 14 Jul 16 Jul 20 Jul 22 Jun 23 Jun 25 Jun 29
SPY State Street SPDR S&P 500 ETF T 1.7% 2.4% 1.6% 2.9% 2.5% 2.3% 1.2% 1.9% 0.0% 0.1% 1.0%
QQQ Invesco QQQ Trust, Series 1 1.6% 1.3% -0.3% 1.7% 0.9% -1.1% -2.5% -1.2% 0.0% 0.4% 1.5%
IWM iShares Russell 2000 Index Fund 1.4% 1.2% -0.6% 0.2% -0.3% 0.1% -1.0% -0.5% 0.0% 1.2% 1.2%
DIA State Street SPDR Dow Jones Ind 1.1% 2.6% 1.2% 1.8% 1.6% 1.6% 0.3% 0.9% 0.0% 0.5% 1.0%
TLT iShares 20+ Year Treasury Bond -0.8% -0.9% -2.1% -2.0% -2.5% -2.3% -2.7% -3.2% 0.0% 1.3% 1.5%
IEF iShares 7-10 Year Treasury Bond -0.1% 0.1% -0.7% -0.5% -0.6% -0.4% -0.6% -1.1% 0.0% 0.7% 1.0%
XLE State Street Energy Select Sect -3.0% -2.4% 2.1% 1.1% 4.6% 4.7% 6.4% 8.7% 0.0% -0.7% -1.6%
USO United States Oil Fund -7.2% -6.2% 0.9% -2.3% 8.0% 7.2% 12.8% 18.4% 0.0% -1.8% -3.8%
GLD SPDR Gold Shares -1.8% 1.3% -0.8% -0.1% -1.4% -3.3% -2.6% 0.5% 0.0% -2.1% -2.3%
SLV iShares Silver Trust -3.9% 0.7% -5.2% -3.2% -4.6% -9.6% -8.5% -3.3% 0.0% -6.1% -5.5%
DBC Invesco DB Commodity Index Trac -2.5% -0.4% 2.5% 1.5% 5.6% 4.9% 7.5% 10.1% 0.0% -0.7% -2.1%
UUP Invesco DB USD Index Bullish Fu 0.1% -0.5% -0.3% -0.2% -0.2% -0.4% -0.2% 0.0% 0.0% 0.1% -0.3%
FXE Invesco CurrencyShares Euro Cur -0.1% 0.5% 0.4% 0.3% 0.3% 0.5% 0.3% 0.3% 0.0% -0.1% 0.4%
FXY Invesco CurrencyShares Japanese -0.7% -0.4% -0.6% -0.1% -0.4% -0.6% -0.6% -1.0% 0.0% -0.2% -0.3%
VNQ Vanguard Real Estate ETF -1.1% -0.6% -1.1% -0.6% -0.3% 2.3% 1.7% 1.2% 0.0% -0.7% 0.3%
REET iShares Global REIT ETF 0.4% 1.2% 0.7% 1.0% 1.5% 3.5% 3.3% 3.2% 0.0% 1.0% 1.9%
GBTC Grayscale Bitcoin Trust (BTC) -3.8% 2.2% -0.2% 2.5% 3.5% 3.0% 4.3% 5.7% 0.0% -5.1% -3.3%
BITO ProShares Bitcoin ETF -4.0% 2.0% -0.4% 2.4% 3.3% 3.0% 4.1% 5.7% 0.0% -4.8% -3.3%