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Effective Interest Rates, 1940-79

  Historical document  

Effective interest rates

Trust fund data

Estimated effective interest rates earned by the Old-Age and Survivors Insurance (OASI) and Disability Insurance (DI) Trust Funds are shown below for 1940-1979. (OASDI refers to the two funds combined.)

Estimated Effective Interest Rates Earned By the
Assets of the OASI and DI Trust Funds, 1940-79

[Percent]

Calendar
year
OASI DI OASDI   Calendar
year
OASI DI OASDI

1940............ 2.4 -- 2.4   1960............ 2.6 2.6 2.6
1941............ 2.4 -- 2.4   1961............ 2.7 2.9 2.8
1942............ 2.3 -- 2.3   1962............ 2.8 2.9 2.8
1943............ 2.1 -- 2.1   1963............ 2.9 3.0 2.9
1944............ 2.0 -- 2.0   1964............ 3.1 3.2 3.1
1945............ 2.1 -- 2.1   1965............ 3.2 3.4 3.2
1946............ 2.0 -- 2.0   1966............ 3.5 3.7 3.5
1947............ 1.9 -- 1.9   1967............ 3.7 4.1 3.8
1948............ 2.8 -- 2.8   1968............ 3.9 4.4 4.0
1949............ 1.3 -- 1.3   1969............ 4.4 5.1 4.4
1950............ 2.0 -- 2.0   1970............ 5.0 5.8 5.1
1951............ 2.9 -- 2.9   1971............ 5.2 6.0 5.3
1952............ 2.2 -- 2.2   1972............ 5.3 6.0 5.4
1953............ 2.3 -- 2.3   1973............ 5.7 6.2 5.8
1954............ 2.3 -- 2.3   1974............ 6.2 6.5 6.2
1955............ 2.2 -- 2.2   1975............ 6.6 6.7 6.6
1956............ 2.4 -- 2.4   1976............ 6.7 6.8 6.7
1957............ 2.5 2.3 2.5   1977............ 6.9 7.1 7.0
1958............ 2.5 2.4 2.5   1978............ 7.2 7.5 7.2
1959............ 2.6 2.5 2.6   1979............ 7.4 8.0 7.5

OASI refers to the Old-Age and Survivors Insurance Trust Fund, DI refers to the Disability Insurance Trust Fund, and OASDI refers to the two funds combined

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Last reviewed or modified Thursday Nov 12, 2009
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