Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2013-2027), assuming an ultimate 2.9 percent 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
2012340340
2013329329
2014315315
2015302302
2016290290
2017277277
2018265265
2019253253
2020240240
2021227227
2022212212
2023197197
2024181181
2025164164
2026147147
2027129129
2028110110
20299090
20307070
20314949
20322727
203355
2034-18-18
2035-41-41
2036-65-65
2037-89-89
2038-114-114
2039-138-138
2040-163-163
2041-189-189
2042-215-215
2043-240-240
2044-266-266
2045-292-292
2046-319-319
2047-346-346
2048-373-373
2049-400-400
2050-428-428
2051-456-456
2052-484-484
2053-512-512
2054-540-540
2055-569-569
2056-598-598
2057-628-628
2058-657-657
2059-688-688
2060-719-719
2061-750-750
2062-782-782
2063-814-814
2064-847-847
2065-880-880
2066-913-913
2067-946-946
2068-980-980
2069-1014-1014
2070-1049-1049
2071-1084-1084
2072-1120-1120
2073-1156-1156
2074-1193-1193
2075-1230-1230
2076-1268-1268
2077-1307-1307
2078-1346-1346
2079-1385-1385
2080-1425-1425
2081-1465-1465
2082-1505-1505
2083-1547-1547
2084-1588-1588
2085-1631-1631
2086-1673-1673
2087-1717-1717
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