Proposed Provision: Invest 40 percent of the Trust Funds in equities (phased in 2013-2027), assuming an ultimate 6.4 percent real rate of return on equities.

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

Year Present Law Provision
2012340340
2013329329
2014315316
2015302303
2016290291
2017277280
2018265270
2019253259
2020240248
2021227237
2022212225
2023197212
2024181198
2025164183
2026147168
2027129152
2028110135
202990117
20307098
20314978
20322758
2033536
2034-1814
2035-41-9
2036-65-32
2037-89-57
2038-114-82
2039-138-107
2040-163-134
2041-189-161
2042-215-188
2043-240-216
2044-266-245
2045-292-274
2046-319-304
2047-346-335
2048-373-367
2049-400-400
2050-428-433
2051-456-467
2052-484-502
2053-512-537
2054-540-573
2055-569-610
2056-598-648
2057-628-688
2058-657-728
2059-688-770
2060-719-812
2061-750-856
2062-782-901
2063-814-948
2064-847-995
2065-880-1044
2066-913-1093
2067-946-1144
2068-980-1196
2069-1014-1249
2070-1049-1304
2071-1084-1360
2072-1120-1418
2073-1156-1477
2074-1193-1538
2075-1230-1601
2076-1268-1666
2077-1307-1732
2078-1346-1800
2079-1385-1869
2080-1425-1940
2081-1465-2013
2082-1505-2088
2083-1547-2164
2084-1588-2243
2085-1631-2324
2086-1673-2406
2087-1717-2491
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