Proposed Provision: Invest 25 percent of the OASDI Trust Fund in equities (phased in 2018-2027), assuming an ultimate 6.4 percent annual real rate of return on equities.

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

Year Present Law Provision
2015308308
2016298298
2017280280
2018264264
2019248249
2020233234
2021219220
2022204206
2023189192
2024173178
2025157164
2026142149
2027126135
2028110120
202994105
20307789
20316072
20324255
20332337
2034418
2035-16-2
2036-36-22
2037-57-43
2038-78-64
2039-100-86
2040-122-109
2041-144-132
2042-166-155
2043-189-179
2044-211-203
2045-234-227
2046-257-252
2047-280-278
2048-303-303
2049-327-330
2050-351-356
2051-375-383
2052-398-411
2053-423-439
2054-447-467
2055-472-496
2056-496-525
2057-522-556
2058-548-587
2059-574-619
2060-601-651
2061-629-685
2062-657-720
2063-685-755
2064-714-791
2065-744-828
2066-774-866
2067-804-905
2068-835-945
2069-867-986
2070-899-1028
2071-932-1071
2072-965-1115
2073-1000-1161
2074-1035-1209
2075-1072-1258
2076-1110-1309
2077-1148-1361
2078-1188-1415
2079-1228-1471
2080-1268-1527
2081-1309-1584
2082-1350-1642
2083-1391-1701
2084-1432-1760
2085-1472-1820
2086-1514-1881
2087-1555-1942
2088-1597-2005
2089-1640-2070
2090-1683-2136
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