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Social Security Online		 Trust Fund Data
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Effective Interest Rates

Average & effective rates

Trust fund data

 Estimated effective interest rates earned by the Old-Age and Survivors Insurance (OASI) and Disability Insurance (DI) Trust Funds are shown below for years after 1979. (OASDI refers to the two funds combined.) For years back to 1940, click here.

Effective Interest Rates Earned By the Assets of the OASI and DI Trust Funds
[Percent]
Calendar year OASI DI OASDI
1980 8.5 8.8 8.6
1981 9.9 10.1 9.9
1982 10.9 11.9 11.2
1983 10.9 10.4 10.8
1984 11.8 10.7 11.6
1985 11.3 10.6 11.2
1986 11.3 10.1 11.1
1987 10.1 9.7 10.1
1988 9.8 9.6 9.8
1989 9.6 9.6 9.6
1990 9.3 9.4 9.3
1991 9.1 9.2 9.1
1992 8.7 8.9 8.7
1993 8.3 8.6 8.3
1994 8.0 8.2 8.0
1995 7.9 7.4 7.8
1996 7.7 6.9 7.6
1997 7.6 7.0 7.5
1998 7.3 6.8 7.2
1999 7.0 6.6 6.9
Calendar year OASI DI OASDI
2000 6.9 6.6 6.9
2001 6.7 6.5 6.6
2002 6.4 6.3 6.4
2003 6.0 5.9 6.0
2004 5.7 5.7 5.7
2005 5.4 5.5 5.5
2006 5.3 5.4 5.3
2007 5.2 5.3 5.3
2008 5.1 5.2 5.1
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Last reviewed or modified Tuesday Feb 3, 2009
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