Proposed Provision: G4. Invest 15 percent of the OASDI Trust Fund reserves in equities (phased in 2017-2026), 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 Present Law Provision
2016303303
2017293293
2018277277
2019262262
2020246247
2021231233
2022216218
2023200203
2024183187
2025165171
2026149155
2027132139
2028115123
202998106
20308190
20316473
20324655
20332737
2034819
2035-110
2036-30-20
2037-50-40
2038-71-60
2039-91-81
2040-112-102
2041-133-124
2042-154-146
2043-176-168
2044-197-190
2045-218-212
2046-240-235
2047-262-258
2048-283-281
2049-305-304
2050-327-327
2051-349-351
2052-371-375
2053-393-399
2054-415-423
2055-437-448
2056-460-472
2057-482-498
2058-506-524
2059-529-550
2060-553-577
2061-578-605
2062-603-633
2063-628-662
2064-654-691
2065-680-721
2066-706-752
2067-733-783
2068-760-815
2069-788-847
2070-816-880
2071-845-914
2072-874-949
2073-905-985
2074-935-1021
2075-967-1059
2076-1000-1098
2077-1033-1139
2078-1068-1180
2079-1102-1222
2080-1138-1265
2081-1173-1308
2082-1208-1352
2083-1243-1395
2084-1279-1439
2085-1314-1483
2086-1349-1528
2087-1384-1572
2088-1419-1617
2089-1455-1663
2090-1491-1710
2091-1528-1757
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