The Historical ROI of Wine Investments: 10-Year Trends
The Historical ROI of Wine Investments: 10-Year Trends
Investing in fine wine has long been a strategy for those looking to diversify their portfolio with a tangible, appreciating asset. Over the past decade, the historical ROI of wine investments has delivered steady returns, often outpacing traditional investments such as stocks and gold. But what does the data tell us about the long-term profitability of wine investments? Let’s explore the trends and key insights from the last 10 years.
The Historical ROI of Wine Investments: A 10-Year Overview
The fine wine market has experienced consistent growth over the past decade, driven by increasing global demand, limited supply, and growing interest from investors worldwide. According to Liv-ex, the leading global marketplace for fine wine, the industry’s benchmark indices have demonstrated resilience even during economic downturns.
Liv-ex 100 Index: Tracking the top 100 most sought-after wines, this index has seen an average annual growth of 8-10% over the last decade.
Liv-ex 1000 Index: Covering a broader spectrum of regions, including Bordeaux, Burgundy, Champagne, and Italy, this index has delivered cumulative returns of over 120% since 2013.
Burgundy Boom: Burgundy wines, particularly from top domaines like DRC and Rousseau, have outperformed other regions, with some vintages appreciating over 200% in just 10 years.
Key Factors Driving the ROI of Wine Investments
1. Supply and Demand Imbalance
Fine wine production is inherently limited, and as global wealth increases, so does demand. Collectors and investors from markets like China, Singapore, and the USA are driving prices higher, particularly for top Bordeaux and Burgundy wines.
2. Strong Performance During Market Volatility
Unlike equities, fine wine has proven to be a resilient asset, often maintaining or increasing in value during economic downturns. For instance, while global stock markets fluctuated during the COVID-19 pandemic, fine wine indices remained stable and even showed growth.
3. The Rise of Digital Wine Investment
Over the past decade, digital platforms have made it easier than ever to buy, sell, and track wine investments. This accessibility has attracted a new wave of investors who previously viewed wine as a niche asset.
Which Wines Have Delivered the Best ROI?
Bordeaux First Growths (Lafite, Margaux, Mouton, etc.) remain cornerstone investments, with prices appreciating 80-100% over the decade.
Burgundy Icons (DRC, Leroy, Roumier) have seen skyrocketing returns, with some bottles tripling in value.
Champagne & Tuscany Wines are emerging stars, with strong gains from Dom Pérignon, Salon, and Super Tuscans like Masseto.
Is Fine Wine Still a Good Investment in 2025?
Given its historical performance, fine wine remains an attractive investment. The market has matured, and while rapid gains like those seen in Burgundy may slow, strategic investments in blue-chip wines continue to offer strong long-term potential. With growing demand from Asia and a limited supply of top wines, prices are likely to rise steadily.
How to Start Investing in Fine Wine
Whether you’re a seasoned collector or new to wine investment, working with experts can make the process seamless. Our digital-first approach ensures transparency, effortless transactions, and access to some of the world’s most sought-after wines.
Start your fine wine investment journey today – browse our curated selection or speak with our specialists to build your portfolio.
