Proposed Provision: G1. Invest 40 percent of the OASDI Trust Fund reserves in equities (phased in 2017-2031), 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 | 248 |
| 2021 | 231 | 234 |
| 2022 | 216 | 220 |
| 2023 | 200 | 205 |
| 2024 | 183 | 190 |
| 2025 | 165 | 175 |
| 2026 | 149 | 160 |
| 2027 | 132 | 144 |
| 2028 | 115 | 129 |
| 2029 | 98 | 114 |
| 2030 | 81 | 98 |
| 2031 | 64 | 82 |
| 2032 | 46 | 65 |
| 2033 | 27 | 47 |
| 2034 | 8 | 29 |
| 2035 | -11 | 10 |
| 2036 | -30 | -9 |
| 2037 | -50 | -29 |
| 2038 | -71 | -50 |
| 2039 | -91 | -71 |
| 2040 | -112 | -93 |
| 2041 | -133 | -115 |
| 2042 | -154 | -137 |
| 2043 | -176 | -161 |
| 2044 | -197 | -184 |
| 2045 | -218 | -208 |
| 2046 | -240 | -232 |
| 2047 | -262 | -257 |
| 2048 | -283 | -282 |
| 2049 | -305 | -308 |
| 2050 | -327 | -335 |
| 2051 | -349 | -361 |
| 2052 | -371 | -388 |
| 2053 | -393 | -416 |
| 2054 | -415 | -444 |
| 2055 | -437 | -473 |
| 2056 | -460 | -502 |
| 2057 | -482 | -532 |
| 2058 | -506 | -563 |
| 2059 | -529 | -595 |
| 2060 | -553 | -628 |
| 2061 | -578 | -661 |
| 2062 | -603 | -696 |
| 2063 | -628 | -732 |
| 2064 | -654 | -769 |
| 2065 | -680 | -806 |
| 2066 | -706 | -845 |
| 2067 | -733 | -885 |
| 2068 | -760 | -925 |
| 2069 | -788 | -967 |
| 2070 | -816 | -1010 |
| 2071 | -845 | -1054 |
| 2072 | -874 | -1100 |
| 2073 | -905 | -1147 |
| 2074 | -935 | -1196 |
| 2075 | -967 | -1247 |
| 2076 | -1000 | -1300 |
| 2077 | -1033 | -1355 |
| 2078 | -1068 | -1411 |
| 2079 | -1102 | -1469 |
| 2080 | -1138 | -1529 |
| 2081 | -1173 | -1589 |
| 2082 | -1208 | -1651 |
| 2083 | -1243 | -1714 |
| 2084 | -1279 | -1777 |
| 2085 | -1314 | -1841 |
| 2086 | -1349 | -1906 |
| 2087 | -1384 | -1973 |
| 2088 | -1419 | -2040 |
| 2089 | -1455 | -2110 |
| 2090 | -1491 | -2180 |
| 2091 | -1528 | -2253 |
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