Proposed Provision: Invest up to 25 percent of the OASDI Trust Fund in equities (phased in 2017-2026), assuming an ultimate 6.4 percent annual real rate of return on equities.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2014 | 320 | 320 |
| 2015 | 306 | 306 |
| 2016 | 292 | 292 |
| 2017 | 277 | 277 |
| 2018 | 262 | 263 |
| 2019 | 248 | 249 |
| 2020 | 233 | 234 |
| 2021 | 219 | 221 |
| 2022 | 203 | 207 |
| 2023 | 187 | 192 |
| 2024 | 171 | 177 |
| 2025 | 154 | 162 |
| 2026 | 137 | 146 |
| 2027 | 119 | 130 |
| 2028 | 101 | 113 |
| 2029 | 83 | 95 |
| 2030 | 64 | 77 |
| 2031 | 44 | 57 |
| 2032 | 23 | 37 |
| 2033 | 2 | 16 |
| 2034 | -20 | -5 |
| 2035 | -42 | -27 |
| 2036 | -65 | -50 |
| 2037 | -88 | -74 |
| 2038 | -112 | -98 |
| 2039 | -136 | -123 |
| 2040 | -160 | -148 |
| 2041 | -185 | -174 |
| 2042 | -210 | -200 |
| 2043 | -235 | -227 |
| 2044 | -260 | -254 |
| 2045 | -285 | -281 |
| 2046 | -310 | -309 |
| 2047 | -336 | -337 |
| 2048 | -362 | -367 |
| 2049 | -388 | -396 |
| 2050 | -415 | -426 |
| 2051 | -442 | -457 |
| 2052 | -468 | -488 |
| 2053 | -495 | -519 |
| 2054 | -523 | -551 |
| 2055 | -550 | -584 |
| 2056 | -578 | -617 |
| 2057 | -606 | -651 |
| 2058 | -635 | -686 |
| 2059 | -664 | -722 |
| 2060 | -694 | -759 |
| 2061 | -725 | -797 |
| 2062 | -756 | -835 |
| 2063 | -787 | -875 |
| 2064 | -819 | -916 |
| 2065 | -852 | -957 |
| 2066 | -885 | -1000 |
| 2067 | -918 | -1043 |
| 2068 | -952 | -1087 |
| 2069 | -987 | -1133 |
| 2070 | -1022 | -1179 |
| 2071 | -1057 | -1227 |
| 2072 | -1094 | -1276 |
| 2073 | -1132 | -1327 |
| 2074 | -1171 | -1380 |
| 2075 | -1210 | -1434 |
| 2076 | -1251 | -1490 |
| 2077 | -1293 | -1547 |
| 2078 | -1335 | -1606 |
| 2079 | -1378 | -1666 |
| 2080 | -1421 | -1728 |
| 2081 | -1464 | -1789 |
| 2082 | -1507 | -1852 |
| 2083 | -1550 | -1915 |
| 2084 | -1593 | -1979 |
| 2085 | -1636 | -2043 |
| 2086 | -1680 | -2109 |
| 2087 | -1724 | -2176 |
| 2088 | -1769 | -2244 |
| 2089 | -1814 | -2314 |
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