Proposed Provision: Invest 40 percent of the OASDI Trust Fund in equities (phased in 2016-2030), assuming an ultimate 2.9 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 Present Law Provision
2015308308
2016298298
2017280280
2018264264
2019248248
2020233233
2021219219
2022204204
2023189189
2024173173
2025157157
2026142142
2027126126
2028110110
20299494
20307777
20316060
20324242
20332323
203444
2035-16-16
2036-36-36
2037-57-57
2038-78-78
2039-100-100
2040-122-122
2041-144-144
2042-166-166
2043-189-189
2044-211-211
2045-234-234
2046-257-257
2047-280-280
2048-303-303
2049-327-327
2050-351-351
2051-375-375
2052-398-398
2053-423-423
2054-447-447
2055-472-472
2056-496-496
2057-522-522
2058-548-548
2059-574-574
2060-601-601
2061-629-629
2062-657-657
2063-685-685
2064-714-714
2065-744-744
2066-774-774
2067-804-804
2068-835-835
2069-867-867
2070-899-899
2071-932-932
2072-965-965
2073-1000-1000
2074-1035-1035
2075-1072-1072
2076-1110-1110
2077-1148-1148
2078-1188-1188
2079-1228-1228
2080-1268-1268
2081-1309-1309
2082-1350-1350
2083-1391-1391
2084-1432-1432
2085-1472-1472
2086-1514-1514
2087-1555-1555
2088-1597-1597
2089-1640-1640
2090-1683-1683
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