Proposed Provision: G4. Invest 15 percent of the OASDI Trust Fund reserves in equities (phased in 2018-2027), 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 | 246 |
| 2022 | 230 | 232 |
| 2023 | 215 | 217 |
| 2024 | 199 | 202 |
| 2025 | 182 | 187 |
| 2026 | 165 | 170 |
| 2027 | 148 | 154 |
| 2028 | 130 | 137 |
| 2029 | 112 | 120 |
| 2030 | 94 | 102 |
| 2031 | 75 | 84 |
| 2032 | 56 | 66 |
| 2033 | 37 | 46 |
| 2034 | 16 | 26 |
| 2035 | -4 | 6 |
| 2036 | -26 | -16 |
| 2037 | -47 | -37 |
| 2038 | -70 | -60 |
| 2039 | -92 | -83 |
| 2040 | -115 | -106 |
| 2041 | -138 | -129 |
| 2042 | -161 | -153 |
| 2043 | -184 | -177 |
| 2044 | -207 | -200 |
| 2045 | -230 | -225 |
| 2046 | -253 | -249 |
| 2047 | -276 | -273 |
| 2048 | -300 | -298 |
| 2049 | -323 | -323 |
| 2050 | -346 | -348 |
| 2051 | -370 | -373 |
| 2052 | -393 | -399 |
| 2053 | -417 | -424 |
| 2054 | -440 | -450 |
| 2055 | -464 | -476 |
| 2056 | -487 | -502 |
| 2057 | -511 | -529 |
| 2058 | -536 | -556 |
| 2059 | -560 | -584 |
| 2060 | -585 | -612 |
| 2061 | -611 | -641 |
| 2062 | -637 | -671 |
| 2063 | -663 | -701 |
| 2064 | -690 | -731 |
| 2065 | -717 | -763 |
| 2066 | -745 | -795 |
| 2067 | -772 | -827 |
| 2068 | -801 | -860 |
| 2069 | -829 | -893 |
| 2070 | -858 | -928 |
| 2071 | -888 | -963 |
| 2072 | -918 | -999 |
| 2073 | -949 | -1036 |
| 2074 | -981 | -1074 |
| 2075 | -1014 | -1113 |
| 2076 | -1047 | -1153 |
| 2077 | -1082 | -1195 |
| 2078 | -1117 | -1237 |
| 2079 | -1153 | -1281 |
| 2080 | -1190 | -1326 |
| 2081 | -1227 | -1371 |
| 2082 | -1264 | -1417 |
| 2083 | -1300 | -1462 |
| 2084 | -1337 | -1508 |
| 2085 | -1374 | -1554 |
| 2086 | -1410 | -1600 |
| 2087 | -1446 | -1647 |
| 2088 | -1483 | -1694 |
| 2089 | -1520 | -1741 |
| 2090 | -1557 | -1789 |
| 2091 | -1595 | -1838 |
| 2092 | -1633 | -1888 |
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