CONVEX
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▍ STATISTICAL PROJECTION · YEAR-END 2026

Based on current macro regime conditions and vix's historical behaviour in similar regimes, the model projects 20.18 by 2026-12-31 ( +16.9% from 17.26 today). The 68% confidence range is 3.63 to 36.74; the wider 95% range is -12.26 to 52.63. Methodology below the headline.

Central Estimate
20.18
+16.9% vs current 17.26
68% Range (±1σ)
3.63 to 36.74
95% Range (±1.96σ)
-12.26 to 52.63
Blended from 3 regime anchors· sample-weighted
10Y-2Y Yield Curve · Flat (0-100bps)
+20.4%n=2,124 · w=52%
HY OAS Spread · Tight (<350bps)
+30.0%n=939 · w=23%
Trade-Weighted Dollar · Weak (bottom tercile)
+37.6%n=992 · w=24%
METHOD: CENTRAL = SAMPLE-WEIGHTED MEAN OF PER-ANCHOR CURRENT-REGIME 1Y AVERAGES, SCALED TO 159-DAY HORIZON. BAND = ±σ√T USING 120.7% ANNUALIZED REALIZED VOL.
EXPECTED TO BE 20.18 BY 2026-12-31 (HIGHER FROM 17.26 ON 2026-05-14). NOT INVESTMENT ADVICE.
▍ MODEL · STATISTICAL FORECAST · 2026

VIX Forecast 2026

Quantitative analysis from 6,315 observations of VIX history, joined to four universal macro regime classifications. Numbers are computed, not narrated.

ByConvex Research Desk·Edited byBen Bleier·
VIXCLS · LAST
17.26
AS OF 2026-05-14
Percentile · 25Y History
49.2th
▍ HEADLINE SIGNAL · CONTRARIAN BULLISH
Hist. Avg +252d
+37.6%
vs -0.9% unconditional · +38.5%pp above
When Trade-Weighted Dollar sits in its Weak (bottom tercile) regime — as it does today (118.04) — VIX has historically returned an average of +37.65% over the next 252 trading days, 38.5pp above the all-history average of -0.87%. Sample: 992 observations, 70.4% hit rate.
METHOD: PERCENTILE-RANK MATCHED, LOOK-AHEAD-BIAS-FREE·NOT A FORECAST·HISTORICAL CONDITIONAL AVERAGE

Regime Scan[01/03]

10Y-2Y Yield Curve
Flat (0-100bps)
+20.4%+1Y AVG
Δ +21.3%pp · n=2,124
HY OAS Spread
Tight (<350bps)
+30.0%+1Y AVG
Δ +30.9%pp · n=939
Trade-Weighted Dollar
Weak (bottom tercile)
+37.6%+1Y AVG
Δ +38.5%pp · n=992

Δ = divergence from -0.9% unconditional all-history average

Performance by Window[02]

WINDOWNANN RETANN VOLRET/VOLHIT %TOTAL
1Y259-7.31%115.51%-0.0646.5%-7.30%
3Y7750.27%128.89%0.0045.0%0.82%
5Y1,285-1.71%124.36%-0.0144.5%-8.24%
10Y2,5431.63%136.01%0.0145.0%17.57%
All6,315-0.87%120.74%-0.0145.5%-19.61%

Annualized total return = (1 + total)^(1/years) - 1. Ret/Vol is the annualized return divided by annualized volatility (Sharpe-equivalent without risk-free subtraction). Hit % = pct of single periods that were positive.

Where We Are Now[03]

Percentile Rank
49.2th
9.14median 17.3882.69
Current value 17.2600 on a 6,315-observation history going back to Nov 3, 2017.
Volatility Regime
normal
86.63%REALIZED 30D ANN
Sits at the 35.1th percentile vs full history. Median 99.49%.

Forward Returns by Macro Regime[04]

How VIX has performed historically conditional on the prevailing macro regime. The current bucket is highlighted; +1Y averages drive the headline signal above.

10Y-2Y Yield Curve
Yield curve regime: Inverted (<0bps), Flat (0-100bps), Steep (>100bps)
CURRENT: 0.50 Flat (0-100bps)
REGIME BUCKETN+30D+90D+1Y AVG+1Y MEDHIT %
Inverted (<0bps)7800.97%2.00%22.23%9.90%57.1%
Flat (0-100bps)2,1247.84%13.97%20.40%1.31%50.7%
Steep (>100bps)3,3352.28%3.73%-0.12%-6.38%42.6%
HY OAS Spread
Credit regime: Tight (<350bps), Normal (350-500bps), Stressed (>500bps)
CURRENT: 2.76 Tight (<350bps)
REGIME BUCKETN+30D+90D+1Y AVG+1Y MEDHIT %
Tight (<350bps)93912.25%20.97%30.05%26.81%78.6%
Normal (350-500bps)1,3894.08%10.70%20.69%3.83%52.1%
Stressed (>500bps)558-3.83%-13.41%-30.04%-31.76%9.5%
Trade-Weighted Dollar
Dollar regime: bottom/middle/top tercile of trailing 5Y rolling distribution
CURRENT: 118.04 Weak (bottom tercile)
REGIME BUCKETN+30D+90D+1Y AVG+1Y MEDHIT %
Weak (bottom tercile)99210.88%27.33%37.65%29.21%70.4%
Neutral (middle)1,2272.78%2.58%2.92%-4.49%44.8%
Strong (top tercile)2,5963.91%5.48%6.44%-5.68%44.8%

Forward returns are forward-looking from each historical observation in the bucket; +252d corresponds to one trading year. Buckets with fewer than 5 forward-return observations are reported as n/a. These are conditional historical averages, not forecasts.

Lead-Lag Relationships[05]

For each universally-recognised leading indicator, the lag at which the daily-return correlation peaks. Positive lag means the anchor leads VIX; negative means it lags.

ANCHORROLEPEAK LAGPEAK CORRZERO-LAGRELATIONSHIP
HY OAS SpreadCredit risk leader0d0.4760.476coincident
10Y Treasury YieldDiscount-rate driver0d-0.241-0.241coincident
CopperGlobal growth proxy0d-0.215-0.215coincident
Baa-10Y SpreadCredit risk (slow)0d0.2140.214coincident
Trade-Weighted DollarFX driver0d0.2060.206coincident
Initial Jobless ClaimsLabor leader+56d0.101-0.013weak
NFCIFinancial conditions-1d0.043-0.001weak
10Y-2Y Yield SpreadRecession leader-3d0.0360.016weak
U-Mich Consumer SentimentSurvey leader0d0.0000.000weak

Pearson correlation of daily returns over up to 25 years of overlapping history, searched across a ±60-day lag grid. Indicators classified as “weak” don't have meaningful predictive power at daily resolution; many of these (yield curve, NFCI, sentiment) lead at monthly/quarterly horizons instead.

Historical Analogs[06]

Periods where VIX sat at a similar percentile rank to today, with what happened over the next 30 / 90 / 252 trading days. Analogs are clustered to avoid double-counting nearby dates.

DATEVALUE+30D+90D+1Y
Mar 25, 202517.150037.32%-9.74%30.44%
Dec 23, 202416.7800-6.02%46.60%-1.67%
Sep 17, 202417.61009.82%-14.71%-14.59%
Apr 22, 202416.9400-22.61%-4.66%121.72%
Nov 1, 202316.8700-27.74%-12.63%14.05%

Worst Historical Drawdown[07]

-88.70%PEAK-TO-TROUGH
Peak Nov 20, 2008 → trough Nov 3, 2017. Recovered to prior peak on Mar 16, 2020 (864 days).
All-time high: 82.6900 on Mar 16, 2020 · Current DD from ATH: -79.13%

Cross-Asset Correlations · 1Y[08]

S&P 500
-0.770
n=245
Nasdaq 100
-0.715
n=245
20Y Treasury
-0.032
n=245
Gold
-0.023
n=246
Bitcoin
-0.439
n=254

Largest Single-Period Moves[09]

▲ Up
  • Feb 5, 2018115.60%
  • Dec 18, 202474.04%
  • Aug 5, 202464.90%
  • Feb 27, 200764.22%
  • Jan 27, 202161.64%
▼ Down
  • Apr 9, 2025-35.75%
  • May 10, 2010-29.57%
  • Aug 6, 2024-28.16%
  • Aug 9, 2011-26.96%
  • Jun 15, 2006-25.91%

Calendar-Month Seasonality[10]

Average single-period return aggregated by the calendar month in which the period ended.

MONTHAVG RETURNHIT %N
January0.48%46.6%511
February0.49%42.9%483
March0.05%44.6%545
April0.11%42.8%519
May0.18%45.8%531
June0.25%45.7%534
July0.21%45.4%533
August0.58%44.8%554
September0.57%48.4%510
October0.32%47.7%553
November-0.30%43.4%514
December0.28%48.4%527

N = 6,315 OBS · GENERATED 2026-05-18 05:00Z

Forecast Approach

regime implied: The current macro regime classification (Goldilocks, Reflation, Stagflation, or Deflation) dictates the expected direction and magnitude of movement, calibrated against historical regime performance.

Key Drivers & Risks

  • Market stress
  • Options positioning
  • Leverage
  • Event risk
  • Correlation

Historical Volatility

Mean-reverting but with explosive tail events

Scenarios That Affect This Forecast

How VIX Forecasts Have Held Up Historically

VIX forecasts are notoriously unreliable as point predictions because the index is a function of equity option prices that themselves react to events. The 2020 spike (VIX to 82.69 March 16, 2020), 2018 February episode (VIX to 50 in a single day, the "volmageddon"), and August 5, 2024 yen-carry-unwind episode (VIX intraday 65, a 1-in-100-day event) were all missed.

Regime-conditional models on VIX achieve approximately 70% directional accuracy on the regime label (low-vol vs high-vol) but materially worse on the level. VIX is itself a regime variable, so the classifier reads back rather than predicts.

Regime Sensitivity for VIX

VIX is the equity-volatility regime variable. Sub-15 VIX anchors goldilocks regimes; 15-20 anchors normal regimes; 20-30 signals stress; above 30 signals crisis. The historical mean-reversion speed varies by regime: VIX above 30 typically reverts within 2-3 weeks; VIX below 12 can persist for months in extended low-vol regimes.

The April 2026 setup has VIX in the high-teens, materially below the 30 stress threshold. The regime conditional reads as constructive on direction (VIX mean-reverts lower from current levels) but with a wider-than-usual band because of geopolitical tail risks (Iran, China-Taiwan, election aftermath).

What Drives VIX Forecast Errors

Two structural issues drive VIX forecast errors. First, VIX is convex to actual realized vol. A 20% S&P drawdown takes VIX from 15 to 60+ but a 5% rally takes VIX from 20 to 16. The convexity isn't captured in linear regime models.

Second, the term structure of vol (VIX vs VIX9D, VIX vs VIX3M) provides regime information that the spot VIX doesn't. Sustained term-structure inversion (VIX9D above VIX3M) signals near-term stress is being priced in.

How to Use This Forecast in Practice

For VIX, the cleanest single signal is mean-reversion from extremes. VIX above 30 typically reverts within 2-3 weeks (the standard short-vol trade); VIX below 12 typically signals complacency that resolves with a vol spike. The regime conditional should be used to size positioning, not to predict the level.

The VIX-MOVE relationship (equity vs rate vol) is a useful cross-check. When MOVE leads VIX higher, rate volatility is the dominant driver; when VIX leads, equity-specific risk is dominant. The 68% band on VIX should be treated as asymmetric: tighter on the downside (VIX has a 12-15 floor in normal regimes) and wider on the upside (VIX can spike to 80+ in genuine crisis).

Frequently Asked Questions

What factors could push VIX higher?

The primary drivers that tend to lift VIX depend on the current macro regime. Volatility is the market's price of uncertainty. The VIX measures 30-day implied equity volatility, the MOVE does the same for Treasuries, and SKEW captures demand for tail-risk protection. Persistent divergences between equity and bond vol often precede regime shifts, while spikes in both simultaneously signal broad deleveraging. Convex tracks these drivers live across the Volatility category and flags when multiple forces align in the same direction. See the "Key Drivers & Risks" section on this page for the current list, and check the regime dashboard for how the macro backdrop is currently tilted.

What factors could push VIX lower?

The same transmission channels that drive VIX higher operate in reverse when conditions flip. The risk drivers listed above map directly to scenarios that, if triggered, would pull this metric in the opposite direction. Convex aggregates these into a scenario-weighted probability distribution rather than a point forecast, so the magnitude depends on which scenarios activate.

Where does consensus see VIX heading?

Rather than publish a point target that goes stale the day after release, Convex assembles consensus from the macro regime classification, active scenario probabilities, and historical base rates. Point forecasts from banks and strategists are worth reading for context, but they typically cluster around the consensus and miss the tail events that actually move markets. The scenario-weighted approach here captures that tail risk explicitly.

What is the historical range for VIX?

Historical ranges for VIX vary dramatically by regime. A level that is extreme in Goldilocks can be routine in Stagflation, and vice versa. The Historical Volatility section on this page describes the typical range and regime-specific behavior. For the full multi-decade history, visit the VIX chart page, which includes selectable time ranges up to five years and downloadable data.

How often is the VIX forecast updated?

This forecast page recalculates whenever the underlying data or regime classification changes, typically within hours of new data releases. The scenario probabilities refresh daily as the macro state is regenerated. Specific drivers listed on this page reflect the current state of the Convex regime engine, not static historical assumptions.

Is this forecast actionable for trading?

Convex forecasts are informational and educational. They describe probability distributions and regime-conditional paths rather than specific entry and exit levels. Traders and portfolio managers use them alongside other inputs including position sizing rules, risk management, and their own conviction calibration. They are not investment advice.

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Forecasts are model-based projections derived from current regime classification, scenario probabilities, and historical patterns. They are not investment advice. All investments involve risk.