Proposed Provision: G1. Invest 40 percent of the OASDI Trust Fund reserves in equities (phased in 2018-2032), 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 |
Current Law |
Provision |
| 2017 | 298 | 298 |
| 2018 | 287 | 287 |
| 2019 | 273 | 273 |
| 2020 | 259 | 259 |
| 2021 | 245 | 247 |
| 2022 | 230 | 233 |
| 2023 | 215 | 219 |
| 2024 | 199 | 205 |
| 2025 | 182 | 190 |
| 2026 | 165 | 175 |
| 2027 | 148 | 159 |
| 2028 | 130 | 143 |
| 2029 | 112 | 126 |
| 2030 | 94 | 109 |
| 2031 | 75 | 92 |
| 2032 | 56 | 74 |
| 2033 | 37 | 55 |
| 2034 | 16 | 36 |
| 2035 | -4 | 16 |
| 2036 | -26 | -6 |
| 2037 | -47 | -27 |
| 2038 | -70 | -50 |
| 2039 | -92 | -73 |
| 2040 | -115 | -97 |
| 2041 | -138 | -121 |
| 2042 | -161 | -145 |
| 2043 | -184 | -170 |
| 2044 | -207 | -196 |
| 2045 | -230 | -221 |
| 2046 | -253 | -248 |
| 2047 | -276 | -274 |
| 2048 | -300 | -301 |
| 2049 | -323 | -329 |
| 2050 | -346 | -357 |
| 2051 | -370 | -386 |
| 2052 | -393 | -415 |
| 2053 | -417 | -444 |
| 2054 | -440 | -474 |
| 2055 | -464 | -504 |
| 2056 | -487 | -536 |
| 2057 | -511 | -567 |
| 2058 | -536 | -600 |
| 2059 | -560 | -634 |
| 2060 | -585 | -668 |
| 2061 | -611 | -704 |
| 2062 | -637 | -740 |
| 2063 | -663 | -777 |
| 2064 | -690 | -816 |
| 2065 | -717 | -855 |
| 2066 | -745 | -896 |
| 2067 | -772 | -937 |
| 2068 | -801 | -980 |
| 2069 | -829 | -1024 |
| 2070 | -858 | -1068 |
| 2071 | -888 | -1114 |
| 2072 | -918 | -1162 |
| 2073 | -949 | -1211 |
| 2074 | -981 | -1262 |
| 2075 | -1014 | -1315 |
| 2076 | -1047 | -1370 |
| 2077 | -1082 | -1426 |
| 2078 | -1117 | -1485 |
| 2079 | -1153 | -1546 |
| 2080 | -1190 | -1608 |
| 2081 | -1227 | -1672 |
| 2082 | -1264 | -1737 |
| 2083 | -1300 | -1803 |
| 2084 | -1337 | -1870 |
| 2085 | -1374 | -1937 |
| 2086 | -1410 | -2005 |
| 2087 | -1446 | -2075 |
| 2088 | -1483 | -2145 |
| 2089 | -1520 | -2217 |
| 2090 | -1557 | -2291 |
| 2091 | -1595 | -2367 |
| 2092 | -1633 | -2444 |
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