Proposed Provision: G2. Invest 40 percent of the OASDI Trust Fund reserves in equities (phased in 2017-2031), assuming an ultimate 5.2 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2016 | 303 | 303 |
| 2017 | 293 | 293 |
| 2018 | 277 | 277 |
| 2019 | 262 | 262 |
| 2020 | 246 | 248 |
| 2021 | 231 | 234 |
| 2022 | 216 | 219 |
| 2023 | 200 | 204 |
| 2024 | 183 | 189 |
| 2025 | 165 | 173 |
| 2026 | 149 | 158 |
| 2027 | 132 | 142 |
| 2028 | 115 | 126 |
| 2029 | 98 | 111 |
| 2030 | 81 | 94 |
| 2031 | 64 | 78 |
| 2032 | 46 | 61 |
| 2033 | 27 | 43 |
| 2034 | 8 | 24 |
| 2035 | -11 | 5 |
| 2036 | -30 | -14 |
| 2037 | -50 | -34 |
| 2038 | -71 | -55 |
| 2039 | -91 | -76 |
| 2040 | -112 | -97 |
| 2041 | -133 | -119 |
| 2042 | -154 | -141 |
| 2043 | -176 | -164 |
| 2044 | -197 | -187 |
| 2045 | -218 | -210 |
| 2046 | -240 | -234 |
| 2047 | -262 | -258 |
| 2048 | -283 | -282 |
| 2049 | -305 | -307 |
| 2050 | -327 | -332 |
| 2051 | -349 | -357 |
| 2052 | -371 | -382 |
| 2053 | -393 | -408 |
| 2054 | -415 | -435 |
| 2055 | -437 | -461 |
| 2056 | -460 | -489 |
| 2057 | -482 | -516 |
| 2058 | -506 | -545 |
| 2059 | -529 | -574 |
| 2060 | -553 | -604 |
| 2061 | -578 | -635 |
| 2062 | -603 | -667 |
| 2063 | -628 | -699 |
| 2064 | -654 | -733 |
| 2065 | -680 | -767 |
| 2066 | -706 | -801 |
| 2067 | -733 | -837 |
| 2068 | -760 | -873 |
| 2069 | -788 | -910 |
| 2070 | -816 | -949 |
| 2071 | -845 | -988 |
| 2072 | -874 | -1028 |
| 2073 | -905 | -1070 |
| 2074 | -935 | -1113 |
| 2075 | -967 | -1157 |
| 2076 | -1000 | -1203 |
| 2077 | -1033 | -1251 |
| 2078 | -1068 | -1300 |
| 2079 | -1102 | -1350 |
| 2080 | -1138 | -1401 |
| 2081 | -1173 | -1453 |
| 2082 | -1208 | -1506 |
| 2083 | -1243 | -1559 |
| 2084 | -1279 | -1613 |
| 2085 | -1314 | -1667 |
| 2086 | -1349 | -1721 |
| 2087 | -1384 | -1777 |
| 2088 | -1419 | -1833 |
| 2089 | -1455 | -1890 |
| 2090 | -1491 | -1949 |
| 2091 | -1528 | -2009 |
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