Proposed Provision: G5. Invest 15 percent of the OASI and DI Trust Fund reserves in equities (phased in 2021-2030), assuming an ultimate 2.3 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
2020261261
2021248248
2022233233
2023217217
2024200200
2025183183
2026165165
2027148148
2028130130
2029112112
20309494
20317676
20325858
20333939
20342020
203511
2036-19-19
2037-38-38
2038-59-59
2039-80-80
2040-101-101
2041-122-122
2042-144-144
2043-166-166
2044-188-188
2045-210-210
2046-232-232
2047-255-255
2048-277-277
2049-299-299
2050-322-322
2051-344-344
2052-367-367
2053-389-389
2054-412-412
2055-434-434
2056-457-457
2057-480-480
2058-504-504
2059-527-527
2060-551-551
2061-575-575
2062-599-599
2063-624-624
2064-650-650
2065-676-676
2066-702-702
2067-728-728
2068-755-755
2069-782-782
2070-809-809
2071-837-837
2072-866-866
2073-895-895
2074-925-925
2075-955-955
2076-986-986
2077-1018-1018
2078-1051-1051
2079-1084-1084
2080-1119-1119
2081-1154-1154
2082-1190-1190
2083-1226-1226
2084-1263-1263
2085-1300-1300
2086-1337-1337
2087-1374-1374
2088-1411-1411
2089-1448-1448
2090-1484-1484
2091-1520-1520
2092-1554-1554
2093-1589-1589
2094-1623-1623
2095-1657-1657
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