OASI |
DI |
Combined |
|||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Calendar year |
Income rate |
Cost rate |
Balance |
Income rate |
Cost rate |
Balance |
Income rate |
Cost rate |
Balance | ||
2003 | 10.88 | 9.14 | 1.74 | 1.82 | 1.62 | 0.20 | 12.70 | 10.76 | 1.94 | ||
2004 | 10.87 | 8.96 | 1.91 | 1.82 | 1.65 | .17 | 12.69 | 10.61 | 2.08 | ||
2005 | 10.87 | 8.80 | 2.08 | 1.82 | 1.66 | .16 | 12.70 | 10.46 | 2.24 | ||
2006 | 10.87 | 8.67 | 2.20 | 1.82 | 1.63 | .19 | 12.70 | 10.31 | 2.39 | ||
2007 | 10.88 | 8.60 | 2.28 | 1.82 | 1.63 | .19 | 12.71 | 10.23 | 2.48 | ||
2008 | 10.89 | 8.56 | 2.34 | 1.82 | 1.63 | .20 | 12.72 | 10.18 | 2.53 | ||
2009 | 10.90 | 8.56 | 2.34 | 1.82 | 1.63 | .19 | 12.73 | 10.19 | 2.54 | ||
2010 | 10.91 | 8.60 | 2.31 | 1.83 | 1.63 | .20 | 12.74 | 10.23 | 2.51 | ||
2011 | 10.95 | 8.67 | 2.27 | 1.83 | 1.63 | .20 | 12.78 | 10.31 | 2.47 | ||
2012 | 10.96 | 8.79 | 2.17 | 1.83 | 1.63 | .20 | 12.79 | 10.42 | 2.37 | ||
2013 | 10.97 | 8.97 | 1.99 | 1.83 | 1.65 | .19 | 12.80 | 10.62 | 2.18 | ||
2014 | 10.98 | 9.18 | 1.81 | 1.83 | 1.66 | .17 | 12.82 | 10.84 | 1.98 | ||
2015 | 11.00 | 9.39 | 1.61 | 1.83 | 1.68 | .15 | 12.83 | 11.07 | 1.76 | ||
2016 | 11.01 | 9.64 | 1.37 | 1.84 | 1.70 | .14 | 12.85 | 11.34 | 1.51 | ||
2017 | 11.03 | 9.90 | 1.13 | 1.84 | 1.71 | .12 | 12.86 | 11.61 | 1.25 | ||
2018 | 11.05 | 10.17 | .87 | 1.84 | 1.73 | .11 | 12.88 | 11.91 | .98 | ||
2019 | 11.06 | 10.45 | .61 | 1.84 | 1.75 | .09 | 12.90 | 12.19 | .71 | ||
2020 | 11.08 | 10.74 | .34 | 1.84 | 1.76 | .08 | 12.92 | 12.50 | .42 | ||
2021 | 11.10 | 11.03 | .07 | 1.84 | 1.78 | .06 | 12.94 | 12.81 | .13 | ||
2022 | 11.11 | 11.29 | -.18 | 1.84 | 1.80 | .04 | 12.95 | 13.10 | -.14 | ||
2023 | 11.13 | 11.51 | -.38 | 1.84 | 1.81 | .03 | 12.97 | 13.33 | -.36 | ||
2024 | 11.14 | 11.72 | -.58 | 1.84 | 1.83 | .02 | 12.99 | 13.55 | -.57 | ||
2025 | 11.16 | 11.92 | -.77 | 1.84 | 1.84 | .01 | 13.00 | 13.76 | -.76 | ||
2026 | 11.17 | 12.11 | -.94 | 1.84 | 1.85 | -.01 | 13.01 | 13.96 | -.94 | ||
2027 | 11.18 | 12.30 | -1.11 | 1.84 | 1.85 | a | 13.03 | 14.14 | -1.12 | ||
2028 | 11.20 | 12.48 | -1.28 | 1.84 | 1.84 | .01 | 13.04 | 14.32 | -1.28 | ||
2029 | 11.21 | 12.64 | -1.43 | 1.84 | 1.82 | .02 | 13.05 | 14.46 | -1.41 | ||
2030 | 11.22 | 12.77 | -1.55 | 1.84 | 1.81 | .03 | 13.06 | 14.58 | -1.52 | ||
2031 | 11.23 | 12.88 | -1.65 | 1.84 | 1.80 | .05 | 13.07 | 14.68 | -1.61 | ||
2032 | 11.24 | 12.96 | -1.73 | 1.84 | 1.79 | .05 | 13.08 | 14.75 | -1.67 | ||
2033 | 11.24 | 13.02 | -1.77 | 1.84 | 1.78 | .06 | 13.09 | 14.80 | -1.71 | ||
2034 | 11.25 | 13.05 | -1.80 | 1.84 | 1.78 | .07 | 13.09 | 14.82 | -1.73 | ||
2035 | 11.25 | 13.06 | -1.81 | 1.84 | 1.78 | .07 | 13.09 | 14.83 | -1.74 | ||
2036 | 11.25 | 13.05 | -1.80 | 1.84 | 1.78 | .07 | 13.10 | 14.83 | -1.73 | ||
2037 | 11.25 | 13.02 | -1.77 | 1.84 | 1.78 | .06 | 13.10 | 14.80 | -1.71 | ||
2038 | 11.26 | 12.99 | -1.73 | 1.84 | 1.78 | .06 | 13.10 | 14.77 | -1.67 | ||
2039 | 11.26 | 12.94 | -1.68 | 1.85 | 1.79 | .06 | 13.10 | 14.73 | -1.63 | ||
2040 | 11.26 | 12.89 | -1.63 | 1.85 | 1.79 | .05 | 13.10 | 14.68 | -1.58 | ||
2041 | 11.26 | 12.83 | -1.58 | 1.85 | 1.80 | .05 | 13.10 | 14.63 | -1.53 | ||
2042 | 11.26 | 12.78 | -1.53 | 1.85 | 1.81 | .04 | 13.10 | 14.59 | -1.49 | ||
2043 | 11.26 | 12.74 | -1.48 | 1.85 | 1.82 | .03 | 13.10 | 14.55 | -1.45 | ||
2044 | 11.26 | 12.69 | -1.44 | 1.85 | 1.82 | .02 | 13.10 | 14.52 | -1.41 | ||
2045 | 11.26 | 12.66 | -1.40 | 1.85 | 1.83 | .02 | 13.10 | 14.49 | -1.39 | ||
2046 | 11.26 | 12.63 | -1.38 | 1.85 | 1.84 | .01 | 13.10 | 14.47 | -1.37 | ||
2047 | 11.26 | 12.62 | -1.36 | 1.85 | 1.84 | .01 | 13.10 | 14.46 | -1.35 | ||
2048 | 11.26 | 12.60 | -1.35 | 1.85 | 1.84 | .01 | 13.11 | 14.45 | -1.34 | ||
2049 | 11.26 | 12.60 | -1.34 | 1.85 | 1.84 | .01 | 13.11 | 14.44 | -1.33 | ||
2050 | 11.26 | 12.60 | -1.34 | 1.85 | 1.84 | .01 | 13.11 | 14.44 | -1.33 | ||
2051 | 11.26 | 12.61 | -1.35 | 1.85 | 1.84 | .01 | 13.11 | 14.45 | -1.34 | ||
2052 | 11.27 | 12.62 | -1.36 | 1.85 | 1.84 | .01 | 13.11 | 14.46 | -1.34 | ||
2053 | 11.27 | 12.63 | -1.36 | 1.85 | 1.83 | .01 | 13.12 | 14.47 | -1.35 | ||
2054 | 11.27 | 12.64 | -1.37 | 1.85 | 1.83 | .02 | 13.12 | 14.48 | -1.36 | ||
2055 | 11.27 | 12.65 | -1.38 | 1.85 | 1.83 | .02 | 13.12 | 14.48 | -1.36 | ||
2056 | 11.27 | 12.67 | -1.39 | 1.85 | 1.82 | .03 | 13.12 | 14.49 | -1.37 | ||
2057 | 11.27 | 12.67 | -1.40 | 1.85 | 1.82 | .03 | 13.12 | 14.49 | -1.37 | ||
2058 | 11.28 | 12.67 | -1.40 | 1.85 | 1.81 | .04 | 13.12 | 14.48 | -1.36 | ||
2059 | 11.28 | 12.67 | -1.39 | 1.85 | 1.80 | .05 | 13.12 | 14.47 | -1.34 | ||
2060 | 11.28 | 12.65 | -1.38 | 1.85 | 1.80 | .05 | 13.12 | 14.45 | -1.33 | ||
2061 | 11.28 | 12.63 | -1.35 | 1.85 | 1.80 | .05 | 13.12 | 14.43 | -1.30 | ||
2062 | 11.28 | 12.61 | -1.33 | 1.85 | 1.80 | .05 | 13.12 | 14.40 | -1.28 | ||
2063 | 11.28 | 12.59 | -1.31 | 1.85 | 1.80 | .05 | 13.12 | 14.38 | -1.26 | ||
2064 | 11.28 | 12.56 | -1.28 | 1.85 | 1.80 | .05 | 13.12 | 14.36 | -1.24 | ||
2065 | 11.27 | 12.53 | -1.26 | 1.85 | 1.80 | .04 | 13.12 | 14.34 | -1.21 | ||
2066 | 11.27 | 12.51 | -1.23 | 1.85 | 1.81 | .04 | 13.12 | 14.32 | -1.19 | ||
2067 | 11.27 | 12.48 | -1.21 | 1.85 | 1.81 | .04 | 13.12 | 14.30 | -1.17 | ||
2068 | 11.27 | 12.47 | -1.19 | 1.85 | 1.82 | .03 | 13.12 | 14.28 | -1.16 | ||
2069 | 11.27 | 12.45 | -1.18 | 1.85 | 1.82 | .03 | 13.12 | 14.27 | -1.15 | ||
2070 | 11.27 | 12.44 | -1.16 | 1.85 | 1.82 | .03 | 13.12 | 14.26 | -1.14 | ||
2071 | 11.27 | 12.43 | -1.16 | 1.85 | 1.83 | .02 | 13.12 | 14.25 | -1.13 | ||
2072 | 11.27 | 12.42 | -1.15 | 1.85 | 1.83 | .02 | 13.12 | 14.25 | -1.13 | ||
2073 | 11.27 | 12.42 | -1.14 | 1.85 | 1.83 | .02 | 13.12 | 14.25 | -1.13 | ||
2074 | 11.27 | 12.42 | -1.14 | 1.85 | 1.84 | .01 | 13.12 | 14.25 | -1.13 | ||
2075 | 11.27 | 12.42 | -1.15 | 1.85 | 1.84 | .01 | 13.12 | 14.26 | -1.13 | ||
2076 | 11.28 | 12.43 | -1.15 | 1.85 | 1.84 | .01 | 13.13 | 14.27 | -1.14 | ||
2077 | 11.28 | 12.44 | -1.16 | 1.85 | 1.84 | .01 | 13.13 | 14.28 | -1.15 | ||
2078 | 11.28 | 12.45 | -1.17 | 1.85 | 1.84 | .01 | 13.13 | 14.29 | -1.16 | ||
2079 | 11.28 | 12.46 | -1.18 | 1.85 | 1.85 | a | 13.13 | 14.31 | -1.18 | ||
2080 | 11.28 | 12.48 | -1.20 | 1.85 | 1.85 | a | 13.13 | 14.32 | -1.19 |
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