Proposed Provision: Invest up to 25 percent of the OASDI Trust Fund in equities (phased in 2017-2026), assuming an ultimate 2.9 percent annual real rate of return on equities. Thus, the ultimate rate of return on equities is the same as that assumed for Trust Fund bonds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2014 | 320 | 320 |
| 2015 | 306 | 306 |
| 2016 | 292 | 292 |
| 2017 | 277 | 277 |
| 2018 | 262 | 262 |
| 2019 | 248 | 248 |
| 2020 | 233 | 233 |
| 2021 | 219 | 219 |
| 2022 | 203 | 203 |
| 2023 | 187 | 187 |
| 2024 | 171 | 171 |
| 2025 | 154 | 154 |
| 2026 | 137 | 137 |
| 2027 | 119 | 119 |
| 2028 | 101 | 101 |
| 2029 | 83 | 83 |
| 2030 | 64 | 64 |
| 2031 | 44 | 44 |
| 2032 | 23 | 23 |
| 2033 | 2 | 2 |
| 2034 | -20 | -20 |
| 2035 | -42 | -42 |
| 2036 | -65 | -65 |
| 2037 | -88 | -88 |
| 2038 | -112 | -112 |
| 2039 | -136 | -136 |
| 2040 | -160 | -160 |
| 2041 | -185 | -185 |
| 2042 | -210 | -210 |
| 2043 | -235 | -235 |
| 2044 | -260 | -260 |
| 2045 | -285 | -285 |
| 2046 | -310 | -310 |
| 2047 | -336 | -336 |
| 2048 | -362 | -362 |
| 2049 | -388 | -388 |
| 2050 | -415 | -415 |
| 2051 | -442 | -442 |
| 2052 | -468 | -468 |
| 2053 | -495 | -495 |
| 2054 | -523 | -523 |
| 2055 | -550 | -550 |
| 2056 | -578 | -578 |
| 2057 | -606 | -606 |
| 2058 | -635 | -635 |
| 2059 | -664 | -664 |
| 2060 | -694 | -694 |
| 2061 | -725 | -725 |
| 2062 | -756 | -756 |
| 2063 | -787 | -787 |
| 2064 | -819 | -819 |
| 2065 | -852 | -852 |
| 2066 | -885 | -885 |
| 2067 | -918 | -918 |
| 2068 | -952 | -952 |
| 2069 | -987 | -987 |
| 2070 | -1022 | -1022 |
| 2071 | -1057 | -1057 |
| 2072 | -1094 | -1094 |
| 2073 | -1132 | -1132 |
| 2074 | -1171 | -1171 |
| 2075 | -1210 | -1210 |
| 2076 | -1251 | -1251 |
| 2077 | -1293 | -1293 |
| 2078 | -1335 | -1335 |
| 2079 | -1378 | -1378 |
| 2080 | -1421 | -1421 |
| 2081 | -1464 | -1464 |
| 2082 | -1507 | -1507 |
| 2083 | -1550 | -1550 |
| 2084 | -1593 | -1593 |
| 2085 | -1636 | -1636 |
| 2086 | -1680 | -1680 |
| 2087 | -1724 | -1724 |
| 2088 | -1769 | -1769 |
| 2089 | -1814 | -1814 |
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