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Trust Fund Data
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Effective Interest Rates

Estimated Effective Interest Rates Earned By the Assets of the OASI and DI Trust Funds
[Percent]
Calendar year OASI DI OASDI
1980 8.5 8.8 8.6
1981 9.9 10.1 9.9
1982 10.9 11.9 11.2
1983 10.9 10.4 10.8
1984 11.8 10.7 11.6
1985 11.3 10.6 11.2
1986 11.3 10.1 11.1
1987 10.1 9.7 10.1
1988 9.8 9.6 9.8
1989 9.6 9.6 9.6
1990 9.3 9.4 9.3
1991 9.1 9.2 9.1
1992 8.7 8.9 8.7
1993 8.3 8.6 8.3
1994 8.0 8.2 8.0
1995 7.9 7.4 7.8
1996 7.7 6.9 7.6
1997 7.6 7.0 7.5
1998 7.3 6.8 7.2
1999 7.0 6.6 6.9
Calendar year OASI DI OASDI
2000 6.9 6.6 6.9
2001 6.7 6.5 6.6
2002 6.4 6.3 6.4
2003 6.0 5.9 6.0
2004 5.7 5.7 5.7
2005 5.4 5.5 5.5
2006 5.3 5.4 5.3
2007 5.2 5.3 5.3
See table for years back to 1940.
OASI refers to the Old-Age and Survivors Insurance Trust Fund, DI refers to the Disability Insurance Trust Fund, and OASDI refers to the two funds combined.
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Last reviewed or modified Friday Jan 4, 2008
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