Skip to Main Content.
Site navigation
Fidelity.com Home
  • Customer Service
  • Profile
  • Open an Account
  • Virtual Assistant
  • Log In
  • Customer Service
  • Profile
  • Open an Account
  • Virtual Assistant
  • Log Out
  • Accounts & Trade
    • Portfolio Log In Required
    • Portfolio
    • AccountPositions Log In Required
    • AccountPositions
    • Trade Log In Required
    • Trade
    • Trading Dashboard Log In Required
    • Trading Dashboard Log In Required
    • Active Trader Pro
    • Transfers
    • Cash Management Log In Required
    • Cash Management
    • Bill Pay Log In Required
    • Bill Pay
    • Full View Log In Required
    • Full View
    • Security Settings Log In Required
    • Security Settings
    • Account Features Log In Required
    • Account Features
    • Statements Log In Required
    • Statements
    • Fidelity Alternative Investments Program Log In Required
    • Tax Forms & Information
    • Retirement Distributions Log In Required
    • Fidelity Rewards+registered trademark Log In Required
    • Fidelity Rewards+registered trademark Log In Required
    • New Account Checklist Log In Required
    • Lending Solutions-Line of Credit Log In Required
    • Refer a Friend
  • Planning & Advice
    • What We Offer
    • Build Your Plan
    • My Goals
    • Financial Basics
    • Building Savings
    • Robo Investing Plus Financial Advice
    • Wealth Management
    • Find an advisor
    • Retirement
    • Life Events
    • Saving & Investing for a Child
    • Charitable Giving
    • Philanthropic Consulting
  • News & Research
    • News
    • Wealth Management Insights
    • Watch List Log In Required
    • Quotes
    • Quotes
    • Alerts Log In Required
    • Mutual Funds
    • Stocks
    • Fixed Income, Bonds & CDs
    • ETFs
    • Options
    • Markets & Sectors
    • IPOs
    • Annuities
    • Learning Center
    • Notebook
    • Notebook
  • Investment Products
    • Mutual Funds
    • Retirement & IRAs
    • Stocks and Trading
    • Crypto
    • Direct Indexing
    • Fixed Income, Bonds & CDs
    • ETFs
    • Options
    • Sustainable Investing
    • Cash Management & Credit Cards
    • Managed Accounts
    • 529 College Savings
    • Health Savings Accounts
    • Annuities
    • Life Insurance & Long Term Care
  • Why Fidelity
    • The Fidelity Advantage
    • Planning & Advice
    • Trading
    • Straightforward Pricing
    • Insights & Tools
    • Security & Protection
    • Marketplace Solutions
    • About Fidelity
    • Careers
  • Customer Service
  • Profile
  • Open an Account
  • Virtual Assistant
  • Log In
  • Customer Service
  • Profile
  • Open an Account
  • Virtual Assistant
  • Log Out
Content and data provided by various third parties and Fidelity − Terms of Use
  • Research >
  • Stocks >
  • News & Events >

Stock Details


  • Snapshot
  • Detailed Quote
  • Advanced Chart &
    Technical Analysis Opens in New Window
  • News & Events
  • Compare
  • Analyst Opinions
  • Research Reports
  • Key Statistics
  • Earnings
  • Dividends
  • Ownership & Insiders
  • Financial Statements
  • SEC Filings

RELATED RESOURCES

  • Stock Research Overview
  • Stock Screeners
  • Markets & Sectors
  • Fidelity Learning Center Opens in New Window
Print Format
Change Text Size:
  • Default text sizeA
  • Larger text sizeA
  • Largest text sizeA

3 Alternative Investments That Have Beaten The Stock Market For The Past 5 Years

BY Benzinga
— 11:29 AM ET 06/03/2022

Alternative investments may have only started capturing the attention of retail investors over the past couple of years, but alternative assets have been a significant component of the strategies of hedge funds and other institutional investors for decades.

Alternative investments can provide a hedge against market volatility and inflation, and many have produced stronger returns than the stock market.

These three alternative investments have shown stronger returns than the S&P 500's 68% total return over the past five years:

Fine Wine

While the Liv-ex Fine Wine 1000 index didn't quite beat the S&P 500 over the past five years with its gain of 50.7%, certain region indices saw incredible growth.

The Champagne 50 by Liv-Ex gained 93.2% over the past five years and the Burgundy 150 is up 121.3%.

Burgundy has produced consistent gains over the time period, but the past year has been the most impressive. The index is up 50.3% over the past year and 22.3% year to date.

Retail investors have gained access to this market by purchasing securitized fractions of wine collections, as well as by buying and selling individual bottles through investment platforms.

There are also a handful of wine-related stocks and ETFs that provide exposure to the wine market. Constellation Brands, Inc. NYSE:STZ produces, imports and sells wine, beer and spirits in North America, New Zealand and Italy. Its wine brands include Meiomi, Robert Mondavi, Kim Crawford, SIMI, Ruffino and several others.

Constellation Brands has produced a total return of 42.7% over the last five years.

Related: Fine Wine Continues To Outperform The Stock Market

Contemporary Art

The contemporary art market has drawn a lot of attention over the past couple of years, which has boosted this historically strong asset class even more. Just last month, Andy Warhol's "Shot Sage Blue Marilyn" sold at auction for $195 million, becoming the most expensive piece of 20th century art to ever be sold at auction.

The Artprice Contemporary Art Index gained 82.9% over the past five years and is up 11.5% in just the past six months.

Some of the greatest returns through art investments are realized on works that are valued well over $1 million, leaving the average retail investor out in the cold when it comes to participating in this market. However, certain platforms are now securitizing and selling shares of iconic paintings from artists such as Andy Warhol, Pablo Picasso and Banksy.

Related: Global Art Market Continues Breaking Records As Auction Activity Heats Up

Non-Traded REITs

Most real estate investment trusts (REITs) are publicly traded on a major stock exchange, leaving them vulnerable to market volatility. Non-traded REITs, on the other hand, aren't priced based on the market sentiment on any given day. Instead, these REITs are priced based on the net asset value (NAV), meaning investors directly benefit from increasing real estate values.

The Stanger NAV REIT Index gained nearly 70.1% over the past five years, compared to the S&P United States REIT index with a five-year total return of 41%.

Related: 3 Non-Traded REITs To Consider Adding To Your Portfolio

More STZ News

  • Constellation Brands to Report First Quarter Fiscal 2023 Financial Results; Host Conference Call June 30, 2022
    GlobeNewswire - 4:30 PM ET 06/02/2022
  • After A Challenging March Quarter Canopy Growth Projects Positive EBITDA By FY 2024
    Benzinga - 5:53 PM ET 05/27/2022
  • Fine Wine Continues To Outperform The Stock Market
    Benzinga - 10:30 AM ET 05/27/2022
Fidelity Investments. Copyright 1998–2022 FMR LLC. 
All rights reserved. 

  • Terms of Use|
  • Privacy|
  • Security|
  • Site Map 
Close