Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2012-2026), assuming an ultimate 5.4 percent real rate of return on equities.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Present Law Provision
2011353353
2012347347
2013341341
2014334335
2015328329
2016321323
2017314317
2018306310
2019296302
2020284292
2021272282
2022259271
2023245259
2024230246
2025214232
2026198218
2027181203
2028164187
2029145171
2030127154
2031107136
203287117
20336798
20344679
20352559
2036438
2037-1817
2038-40-5
2039-62-26
2040-85-49
2041-108-72
2042-130-95
2043-153-118
2044-176-142
2045-200-166
2046-223-191
2047-247-216
2048-271-242
2049-295-268
2050-319-294
2051-343-321
2052-368-349
2053-393-377
2054-418-406
2055-443-435
2056-468-464
2057-494-495
2058-521-526
2059-548-559
2060-575-591
2061-602-625
2062-630-660
2063-659-695
2064-687-731
2065-716-768
2066-746-805
2067-775-843
2068-805-882
2069-835-922
2070-866-963
2071-897-1004
2072-928-1047
2073-960-1090
2074-992-1134
2075-1025-1180
2076-1058-1227
2077-1092-1274
2078-1126-1323
2079-1161-1373
2080-1196-1424
2081-1232-1477
2082-1268-1530
2083-1305-1585
2084-1342-1641
2085-1380-1698
2086-1419-1757
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