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
2014320320
2015306306
2016292292
2017277277
2018262262
2019248248
2020233233
2021219219
2022203203
2023187187
2024171171
2025154154
2026137137
2027119119
2028101101
20298383
20306464
20314444
20322323
203322
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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