Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2012-2026), 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
2011353353
2012347347
2013341341
2014334334
2015328328
2016321321
2017314314
2018306306
2019296296
2020284284
2021272272
2022259259
2023245245
2024230230
2025214214
2026198198
2027181181
2028164164
2029145145
2030127127
2031107107
20328787
20336767
20344646
20352525
203644
2037-18-18
2038-40-40
2039-62-62
2040-85-85
2041-108-108
2042-130-130
2043-153-153
2044-176-176
2045-200-200
2046-223-223
2047-247-247
2048-271-271
2049-295-295
2050-319-319
2051-343-343
2052-368-368
2053-393-393
2054-418-418
2055-443-443
2056-468-468
2057-494-494
2058-521-521
2059-548-548
2060-575-575
2061-602-602
2062-630-630
2063-659-659
2064-687-687
2065-716-716
2066-746-746
2067-775-775
2068-805-805
2069-835-835
2070-866-866
2071-897-897
2072-928-928
2073-960-960
2074-992-992
2075-1025-1025
2076-1058-1058
2077-1092-1092
2078-1126-1126
2079-1161-1161
2080-1196-1196
2081-1232-1232
2082-1268-1268
2083-1305-1305
2084-1342-1342
2085-1380-1380
2086-1419-1419
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