📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 1 Year
📊 Market Intelligence Overview Live
🐂 Risk-On
47
Health Score
⚠️ Moderate
Based on CAGR, Sharpe, Vol, DD
11.5%
Avg Period Return (1 Year)
↗ Positive
USO
Best Performer (1 Year)
+74.9%
United States Oil Fund
Medium
Market Risk Level
21.9% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
22.1%
Medium Risk
🛡️
Fixed Income
-2.3%
Low Risk
🏗️
Commodities
43.5%
High Risk
💱
Forex
-2.8%
Low Risk
🏢
Real Estate
10.0%
Low Risk
₿
Crypto
-52.9%
High Risk
📋 Executive Summary: Over the 1 year, the analyzed portfolio of 18 ETFs shows an average return of 11.48% with 21.9% volatility. USO leads with 74.92% return, while the market health score indicates moderate conditions. Equities leading with controlled volatility
🔥 Market Insights Today
  • 📈 Strong momentum: Average return of 11.48% over 1 Year
  • 🏆 USO leads with 74.92% return - United States Oil Fund
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
11 data points
📈
Avg CAGR
11.5%
Compound annual growth
🎯
Avg Total Return
11%
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
 ↗ 74.9% N/A 45.0% -32.5%
SLV
iShares Silver Trust
 ↗ 51.1% N/A 64.3% -52.3%
XLE
State Street Energy Selec
 ↗ 36.4% N/A 20.9% -15.6%
DBC
Invesco DB Commodity Inde
 ↗ 33.4% N/A 19.1% -16.5%
IWM
iShares Russell 2000 Inde
 ↗ 29.6% N/A 19.4% -11.2%
QQQ
Invesco QQQ Trust, Series
 ↗ 25.1% N/A 18.9% -12.2%
GLD
SPDR Gold Shares
 ↗ 21.4% N/A 28.3% -26.4%
SPY
State Street SPDR S&P 500
 ↗ 17.9% N/A 12.6% -9.1%
DIA
State Street SPDR Dow Jon
 ↗ 15.8% N/A 12.2% -10.1%
REET
iShares Global REIT ETF
 ↗ 12.5% N/A 12.7% -9.5%
VNQ
Vanguard Real Estate ETF
 ↗ 7.6% N/A 14.2% -9.3%
UUP
Invesco DB USD Index Bull
 ↗ 5.1% N/A 7.1% -6.8%
IEF
iShares 7-10 Year Treasur
 ↘ 1.7% N/A 4.9% -5.0%
TLT
iShares 20+ Year Treasury
 ↘ 3.0% N/A 9.5% -9.8%
FXE
Invesco CurrencyShares Eu
 ↘ 3.1% N/A 6.1% -5.7%
FXY
Invesco CurrencyShares Ja
 ↘ 10.5% N/A 7.9% -10.6%
GBTC
Grayscale Bitcoin Trust (
 ↘ 45.2% N/A 44.5% -53.8%
BITO
ProShares Bitcoin ETF
 ↘ 60.7% N/A 46.9% -65.1%

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

Individual Analysis

Annual Returns Heatmap

ETF Name Apr 02 Aug 27 Dec 12 Feb 26 Jan 21 Jul 22 Jul 23 Jun 15 May 08 Nov 06 Oct 02
SPY State Street SPDR S&P 500 ETF T 3.4% 2.0% 7.5% 8.7% 8.1% 17.9% 0.0% 19.0% 16.3% 5.7% 5.5%
QQQ Invesco QQQ Trust, Series 1 3.8% 1.7% 8.8% 8.1% 9.3% 25.1% 0.0% 32.0% 26.2% 8.5% 7.4%
IWM iShares Russell 2000 Index Fund 10.9% 4.1% 12.0% 17.3% 18.1% 29.6% 0.0% 30.0% 25.4% 6.0% 7.7%
DIA State Street SPDR Dow Jones Ind 3.3% 1.3% 7.8% 9.9% 9.0% 15.8% 0.0% 15.2% 10.2% 4.2% 3.3%
TLT iShares 20+ Year Treasury Bond 0.9% 0.7% 1.5% 4.9% 1.5% -3.0% 0.0% -0.4% 0.1% 4.3% 4.1%
IEF iShares 7-10 Year Treasury Bond 0.6% 1.4% 1.6% 3.1% 1.2% -1.7% 0.0% -0.4% 0.3% 2.1% 2.0%
XLE State Street Energy Select Sect 36.5% 2.8% 4.9% 26.8% 12.3% 36.4% 0.0% 28.0% 28.3% 1.7% 1.9%
USO United States Oil Fund 83.2% -0.8% -8.6% 6.0% -2.6% 74.9% 0.0% 61.0% 77.5% -5.8% -5.0%
GLD SPDR Gold Shares 37.6% 0.2% 26.7% 53.0% 42.1% 21.4% 0.0% 27.0% 39.0% 17.3% 13.7%
SLV iShares Silver Trust 84.3% -2.0% 57.2% 125.4% 135.3% 51.1% 0.0% 77.8% 104.6% 22.0% 19.2%
DBC Invesco DB Commodity Index Trac 31.1% -1.5% 2.4% 10.6% 6.1% 33.4% 0.0% 26.1% 35.4% 2.1% -0.2%
UUP Invesco DB USD Index Bullish Fu 3.0% 1.6% 3.3% 0.2% 0.8% 5.1% 0.0% 3.4% 1.0% 4.1% 1.8%
FXE Invesco CurrencyShares Euro Cur -2.1% -1.2% -0.3% 0.2% -0.7% -3.1% 0.0% -1.6% 0.1% -2.0% -0.5%
FXY Invesco CurrencyShares Japanese -8.5% -0.7% -6.2% -6.4% -7.6% -10.5% 0.0% -8.9% -6.8% -4.4% -0.6%
VNQ Vanguard Real Estate ETF -2.0% -0.1% -2.8% 3.8% -0.9% 7.6% 0.0% 6.3% 5.0% -3.5% -1.0%
REET iShares Global REIT ETF 1.2% 0.9% -0.6% 8.0% 1.2% 12.5% 0.0% 9.2% 8.5% -0.3% 1.1%
GBTC Grayscale Bitcoin Trust (BTC) -44.0% -5.5% -24.2% -43.6% -24.5% -45.2% 0.0% -44.6% -33.1% -15.2% 1.9%
BITO ProShares Bitcoin ETF -59.5% -11.0% -41.4% -59.1% -45.1% -60.7% 0.0% -60.2% -51.9% -30.5% -12.1%