Proposed Provision: Gradually invest 15 percent of OASDI trust fund assets in a broad index of equity market securities (such as the Wilshire 5000), assuming an ultimate 6.4 percent annual real rate of return on equities. Increase the portion in equities by 1.5 percent each year 2011 through 2020. Maintain the percentage at 15 percent thereafter.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2010 | 355 | 355 |
| 2011 | 353 | 353 |
| 2012 | 350 | 350 |
| 2013 | 346 | 346 |
| 2014 | 341 | 341 |
| 2015 | 335 | 337 |
| 2016 | 330 | 332 |
| 2017 | 324 | 327 |
| 2018 | 317 | 322 |
| 2019 | 309 | 315 |
| 2020 | 299 | 307 |
| 2021 | 289 | 298 |
| 2022 | 277 | 288 |
| 2023 | 264 | 276 |
| 2024 | 251 | 264 |
| 2025 | 237 | 251 |
| 2026 | 221 | 237 |
| 2027 | 205 | 222 |
| 2028 | 189 | 207 |
| 2029 | 171 | 191 |
| 2030 | 154 | 174 |
| 2031 | 136 | 157 |
| 2032 | 117 | 139 |
| 2033 | 98 | 121 |
| 2034 | 79 | 102 |
| 2035 | 59 | 84 |
| 2036 | 39 | 64 |
| 2037 | 19 | 45 |
| 2038 | -1 | 25 |
| 2039 | -21 | 5 |
| 2040 | -42 | -15 |
| 2041 | -63 | -36 |
| 2042 | -84 | -56 |
| 2043 | -105 | -77 |
| 2044 | -126 | -98 |
| 2045 | -147 | -119 |
| 2046 | -168 | -141 |
| 2047 | -189 | -163 |
| 2048 | -211 | -185 |
| 2049 | -233 | -207 |
| 2050 | -255 | -230 |
| 2051 | -277 | -253 |
| 2052 | -299 | -276 |
| 2053 | -321 | -299 |
| 2054 | -344 | -323 |
| 2055 | -366 | -347 |
| 2056 | -389 | -372 |
| 2057 | -412 | -397 |
| 2058 | -436 | -423 |
| 2059 | -460 | -449 |
| 2060 | -485 | -475 |
| 2061 | -509 | -502 |
| 2062 | -534 | -530 |
| 2063 | -560 | -558 |
| 2064 | -586 | -587 |
| 2065 | -612 | -616 |
| 2066 | -638 | -646 |
| 2067 | -665 | -676 |
| 2068 | -692 | -707 |
| 2069 | -720 | -738 |
| 2070 | -748 | -770 |
| 2071 | -776 | -803 |
| 2072 | -805 | -836 |
| 2073 | -834 | -870 |
| 2074 | -864 | -905 |
| 2075 | -894 | -940 |
| 2076 | -925 | -977 |
| 2077 | -957 | -1014 |
| 2078 | -989 | -1051 |
| 2079 | -1021 | -1090 |
| 2080 | -1054 | -1129 |
| 2081 | -1087 | -1169 |
| 2082 | -1121 | -1210 |
| 2083 | -1156 | -1252 |
| 2084 | -1191 | -1295 |
| 2085 | -1227 | -1338 |
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