Proposed Provision: G1. Invest 40 percent of the OASI and DI Trust Fund reserves in equities (phased in 2021-2035), assuming an ultimate 5.8 percent annual real rate of return on equities.

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

Year Current Law Provision
2020261261
2021248248
2022233233
2023217217
2024200201
2025183185
2026165169
2027148152
2028130136
2029112119
203094102
20317685
20325868
20333950
20342031
2035113
2036-19-7
2037-38-27
2038-59-48
2039-80-69
2040-101-91
2041-122-114
2042-144-137
2043-166-161
2044-188-185
2045-210-210
2046-232-236
2047-255-261
2048-277-287
2049-299-314
2050-322-341
2051-344-368
2052-367-396
2053-389-424
2054-412-453
2055-434-482
2056-457-512
2057-480-543
2058-504-574
2059-527-606
2060-551-638
2061-575-672
2062-599-706
2063-624-741
2064-650-778
2065-676-815
2066-702-853
2067-728-892
2068-755-932
2069-782-973
2070-809-1014
2071-837-1057
2072-866-1102
2073-895-1148
2074-925-1194
2075-955-1243
2076-986-1293
2077-1018-1345
2078-1051-1398
2079-1084-1454
2080-1119-1512
2081-1154-1571
2082-1190-1633
2083-1226-1695
2084-1263-1760
2085-1300-1826
2086-1337-1894
2087-1374-1963
2088-1411-2032
2089-1448-2102
2090-1484-2173
2091-1520-2244
2092-1554-2314
2093-1589-2386
2094-1623-2457
2095-1657-2530
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