Proposed Provision: G4. Invest 15 percent of the OASDI Trust Fund reserves in equities (phased in 2017-2026), assuming an ultimate 6.2 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 | 247 |
| 2021 | 231 | 233 |
| 2022 | 216 | 218 |
| 2023 | 200 | 203 |
| 2024 | 183 | 187 |
| 2025 | 165 | 171 |
| 2026 | 149 | 155 |
| 2027 | 132 | 139 |
| 2028 | 115 | 123 |
| 2029 | 98 | 106 |
| 2030 | 81 | 90 |
| 2031 | 64 | 73 |
| 2032 | 46 | 55 |
| 2033 | 27 | 37 |
| 2034 | 8 | 19 |
| 2035 | -11 | 0 |
| 2036 | -30 | -20 |
| 2037 | -50 | -40 |
| 2038 | -71 | -60 |
| 2039 | -91 | -81 |
| 2040 | -112 | -102 |
| 2041 | -133 | -124 |
| 2042 | -154 | -146 |
| 2043 | -176 | -168 |
| 2044 | -197 | -190 |
| 2045 | -218 | -212 |
| 2046 | -240 | -235 |
| 2047 | -262 | -258 |
| 2048 | -283 | -281 |
| 2049 | -305 | -304 |
| 2050 | -327 | -327 |
| 2051 | -349 | -351 |
| 2052 | -371 | -375 |
| 2053 | -393 | -399 |
| 2054 | -415 | -423 |
| 2055 | -437 | -448 |
| 2056 | -460 | -472 |
| 2057 | -482 | -498 |
| 2058 | -506 | -524 |
| 2059 | -529 | -550 |
| 2060 | -553 | -577 |
| 2061 | -578 | -605 |
| 2062 | -603 | -633 |
| 2063 | -628 | -662 |
| 2064 | -654 | -691 |
| 2065 | -680 | -721 |
| 2066 | -706 | -752 |
| 2067 | -733 | -783 |
| 2068 | -760 | -815 |
| 2069 | -788 | -847 |
| 2070 | -816 | -880 |
| 2071 | -845 | -914 |
| 2072 | -874 | -949 |
| 2073 | -905 | -985 |
| 2074 | -935 | -1021 |
| 2075 | -967 | -1059 |
| 2076 | -1000 | -1098 |
| 2077 | -1033 | -1139 |
| 2078 | -1068 | -1180 |
| 2079 | -1102 | -1222 |
| 2080 | -1138 | -1265 |
| 2081 | -1173 | -1308 |
| 2082 | -1208 | -1352 |
| 2083 | -1243 | -1395 |
| 2084 | -1279 | -1439 |
| 2085 | -1314 | -1483 |
| 2086 | -1349 | -1528 |
| 2087 | -1384 | -1572 |
| 2088 | -1419 | -1617 |
| 2089 | -1455 | -1663 |
| 2090 | -1491 | -1710 |
| 2091 | -1528 | -1757 |
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