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 |
| 2011 | 353 | 353 |
| 2012 | 347 | 347 |
| 2013 | 341 | 341 |
| 2014 | 334 | 334 |
| 2015 | 328 | 328 |
| 2016 | 321 | 321 |
| 2017 | 314 | 314 |
| 2018 | 306 | 306 |
| 2019 | 296 | 296 |
| 2020 | 284 | 284 |
| 2021 | 272 | 272 |
| 2022 | 259 | 259 |
| 2023 | 245 | 245 |
| 2024 | 230 | 230 |
| 2025 | 214 | 214 |
| 2026 | 198 | 198 |
| 2027 | 181 | 181 |
| 2028 | 164 | 164 |
| 2029 | 145 | 145 |
| 2030 | 127 | 127 |
| 2031 | 107 | 107 |
| 2032 | 87 | 87 |
| 2033 | 67 | 67 |
| 2034 | 46 | 46 |
| 2035 | 25 | 25 |
| 2036 | 4 | 4 |
| 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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