📊 UDS Wealth Intelligence

AI-Powered Investment Analytics Platform

v2.0.0 • 18 Assets • 20 Years
📊 Market Intelligence Overview Live
🐻 Risk-Off
30
Health Score
🔴 Weak
Based on CAGR, Sharpe, Vol, DD
5.1%
Avg CAGR (5 Years)
↗ Positive
USO
Best Performer (5 Years)
+21.6% CAGR
United States Oil Fund
High
Market Risk Level
49.2% Volatility

Asset Class Performance

Diversification: 100/100
📈
US Equities
9.8%
High Risk
🛡️
Fixed Income
-7.7%
Medium Risk
🏗️
Commodities
17.3%
High Risk
💱
Forex
-2.1%
Medium Risk
🏢
Real Estate
-0.8%
High Risk
₿
Crypto
-5.0%
High Risk
📋 Executive Summary: Over the last 20 years, the analyzed portfolio of 18 ETFs shows an average CAGR of 5.1% with 49.2% average volatility. USO leads performance at 21.6% CAGR, while the market health score indicates weak conditions. Flight to safety or high volatility
🔥 Market Insights Today
  • 📊 Moderate growth: Positive returns averaging 5.1% CAGR
  • 🏆 USO leads with 21.6% CAGR - United States Oil Fund
  • ⚠️ High volatility (49.2% avg) - Consider defensive assets
  • 🎯 XLE best risk-adjusted returns (Sharpe: 0.77)
📊
Total Assets
18
18 loaded successfully
📅
Years Analyzed
20
6 data points
📈
Avg CAGR
5.1%
Compound annual growth
🎯
Avg Total Return
44%
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
 ↗ 21.6% 0.57 81.7% -34.9%
XLE
State Street Energy Selec
 ↗ 19.5% 0.77 60.5% -23.4%
SLV
iShares Silver Trust
 ↗ 18.2% 0.39 76.1% -45.3%
GLD
SPDR Gold Shares
 ↗ 17.6% 0.59 35.7% -23.8%
GBTC
Grayscale Bitcoin Trust (
 ↗ 15.8% 0.45 129.1% -84.6%
QQQ
Invesco QQQ Trust, Series
 ↗ 13.9% 0.55 46.9% -35.5%
SPY
State Street SPDR S&P 500
 ↗ 11.2% 0.60 35.7% -24.8%
DBC
Invesco DB Commodity Inde
 ↗ 9.3% 0.45 42.8% -31.3%
DIA
State Street SPDR Dow Jon
 ↗ 8.3% 0.61 31.8% -20.9%
IWM
iShares Russell 2000 Inde
 ↗ 6.0% 0.36 46.3% -32.9%
UUP
Invesco DB USD Index Bull
 ↗ 2.6% -0.02 17.1% -12.1%
REET
iShares Global REIT ETF
 ↘ 0.2% -0.04 37.9% -35.3%
FXE
Invesco CurrencyShares Eu
 ↘ 0.9% -0.27 15.9% -19.3%
VNQ
Vanguard Real Estate ETF
 ↘ 1.3% -0.08 40.9% -38.6%
IEF
iShares 7-10 Year Treasur
 ↘ 4.5% -0.90 16.0% -24.0%
FXY
Invesco CurrencyShares Ja
 ↘ 8.0% -1.97 21.0% -34.5%
TLT
iShares 20+ Year Treasury
 ↘ 10.9% -0.97 32.0% -46.1%
BITO
ProShares Bitcoin ETF
 ↘ 25.7% -0.23 117.6% -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 8.0% -18.0% 22.5% 26.5% 17.7% 7.7%
QQQ Invesco QQQ Trust, Series 1 8.1% -29.9% 52.4% 30.7% 20.9% 12.6%
IWM iShares Russell 2000 Index Fund 1.3% -19.3% 13.0% 16.1% 14.7% 12.9%
DIA State Street SPDR Dow Jones Ind 3.6% -8.6% 12.1% 14.0% 15.3% 5.3%
TLT iShares 20+ Year Treasury Bond -0.2% -30.0% -6.0% -9.4% 1.8% -5.1%
IEF iShares 7-10 Year Treasury Bond -1.9% -15.0% -2.0% -3.1% 5.2% -3.3%
XLE State Street Energy Select Sect 14.4% 42.6% -4.3% 3.3% 3.3% 26.9%
USO United States Oil Fund 9.9% 23.7% 2.8% 12.9% -14.5% 86.0%
GLD SPDR Gold Shares 1.4% 1.1% 10.1% 28.6% 60.5% -8.5%
SLV iShares Silver Trust -7.9% 6.8% -0.6% 27.2% 138.1% -25.5%
DBC Invesco DB Commodity Index Trac 8.5% 16.1% -6.8% -2.9% 1.0% 30.4%
UUP Invesco DB USD Index Bullish Fu 2.6% 8.4% -2.9% 7.9% -8.9% 4.1%
FXE Invesco CurrencyShares Euro Cur -3.8% -6.5% 3.9% -5.8% 14.3% -1.9%
FXY Invesco CurrencyShares Japanese -4.3% -12.5% -6.9% -8.4% 0.2% -3.4%
VNQ Vanguard Real Estate ETF 9.6% -25.7% 4.7% 3.3% 3.5% 10.7%
REET iShares Global REIT ETF 6.6% -23.6% 4.9% 1.2% 7.7% 12.2%
GBTC Grayscale Bitcoin Trust (BTC) 26.0% -73.0% 300.2% 132.4% -6.6% -27.5%
BITO ProShares Bitcoin ETF -26.9% -60.5% 92.0% 12.1% -45.9% -28.5%