Proposed Provision: G3. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2019-2033), assuming an ultimate 2.7 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 Current Law Provision
2018288288
2019272272
2020256256
2021239239
2022223223
2023206206
2024188188
2025171171
2026154154
2027137137
2028120120
2029104104
20308686
20316969
20325151
20333333
20341414
2035-5-5
2036-25-25
2037-46-46
2038-67-67
2039-88-88
2040-110-110
2041-132-132
2042-154-154
2043-176-176
2044-199-199
2045-221-221
2046-244-244
2047-267-267
2048-289-289
2049-312-312
2050-335-335
2051-358-358
2052-381-381
2053-403-403
2054-426-426
2055-450-450
2056-473-473
2057-496-496
2058-520-520
2059-544-544
2060-569-569
2061-594-594
2062-619-619
2063-645-645
2064-671-671
2065-698-698
2066-725-725
2067-752-752
2068-780-780
2069-808-808
2070-837-837
2071-866-866
2072-896-896
2073-927-927
2074-958-958
2075-990-990
2076-1023-1023
2077-1057-1057
2078-1092-1092
2079-1128-1128
2080-1165-1165
2081-1202-1202
2082-1240-1240
2083-1278-1278
2084-1316-1316
2085-1354-1354
2086-1392-1392
2087-1430-1430
2088-1468-1468
2089-1505-1505
2090-1543-1543
2091-1580-1580
2092-1618-1618
2093-1655-1655
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