Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2011-2025), assuming an ultimate 6.4 percent real rate of return on equities.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Present Law Provision
2010355355
2011353353
2012350350
2013346346
2014341342
2015335338
2016330334
2017324330
2018317325
2019309320
2020299313
2021289305
2022277296
2023264287
2024251276
2025237265
2026221253
2027205240
2028189227
2029171213
2030154198
2031136183
2032117167
203398151
203479134
203559117
20363999
20371981
2038-162
2039-2143
2040-4224
2041-635
2042-84-15
2043-105-36
2044-126-56
2045-147-77
2046-168-99
2047-189-121
2048-211-143
2049-233-166
2050-255-189
2051-277-213
2052-299-238
2053-321-262
2054-344-288
2055-366-314
2056-389-341
2057-412-368
2058-436-397
2059-460-426
2060-485-456
2061-509-487
2062-534-518
2063-560-551
2064-586-584
2065-612-618
2066-638-654
2067-665-690
2068-692-727
2069-720-765
2070-748-804
2071-776-844
2072-805-885
2073-834-927
2074-864-971
2075-894-1016
2076-925-1062
2077-957-1110
2078-989-1158
2079-1021-1209
2080-1054-1260
2081-1087-1313
2082-1121-1368
2083-1156-1424
2084-1191-1482
2085-1227-1541
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