Thought Experiement - What if Social Security invested in the S&P500?

	A	B	C	D	E	F	G	H	I	J	K	L	M
1	% of Trust in Stock
2	100.00%		Payroll Receipts	Expenditures	Interest Rate	S&P	S&P Dividend Rate	Year	Actual Assets	Theoretic Assets	Into Bonds	Into Stock	Other payments
3	Start Year	1956				46.67		1956	$22,519	22519	$0	$22,519
4	1971	1957	$7,527	$7,567	2.50%	39.99	4.33%	1957	$23,042	$23,042	$0	$23,042	$0
5	Excess Assets	1958	$8,531	$8,907	2.50%	55.21	3.16%	1958	$23,243	$23,243	$0	$23,243	$0
6	$372,993	1959	$8,943	$10,793	2.46%	59.89	3.22%	1959	$21,966	$21,966	$0	$21,966	$0
7		1960	$11,876	$11,798	2.59%	58.11	3.27%	1960	$22,613	$22,613	$0	$22,613	$0
8		1961	$12,323	$13,388	2.72%	71.55	2.94%	1961	$22,162	$22,162	$0	$22,162	$0
9		1962	$13,105	$15,156	2.68%	63.1	3.29%	1962	$20,705	$20,705	$0	$20,705	$0
10		1963	$15,640	$16,217	2.84%	75.02	3.01%	1963	$20,715	$20,715	$0	$20,715	$0
11		1964	$16,843	$17,020	3.06%	84.75	2.93%	1964	$21,172	$21,172	$0	$21,172	$0
12		1965	$17,205	$19,187	3.07%	92.43	2.94%	1965	$19,841	$19,841	$0	$19,841	$0
13		1966	$22,585	$20,913	3.54%	80.33	3.41%	1966	$22,308	$22,308	$0	$22,308	$94
14		1967	$25,424	$22,471	4.02%	96.47	3.08%	1967	$26,250	$26,250	$0	$26,250	$94
15		1968	$27,034	$26,015	3.98%	103.86	3.02%	1968	$28,729	$28,729	$0	$28,729	$414
16		1969	$31,546	$27,892	4.67%	92.06	3.5%	1969	$34,182	$34,182	$0	$34,182	$458
17		1970	$34,737	$33,108	5.24%	92.15	3.35%	1970	$38,068	$38,068	$0	$38,068	$465
18		1971	$38,343	$38,542	5.32%	102.09	2.97%	1971	$40,434	$40,434	$0	$40,434	$538
19		1972	$42,888	$43,281	5.46%	118.05	2.67%	1972	$42,775	$47,968	$0	$47,968	$526
20		1973	$51,907	$53,148	5.58%	97.55	3.54%	1973	$44,414	$40,589	$0	$40,589	$494
21		1974	$58,907	$60,593	5.99%	68.56	4.99%	1974	$45,886	$29,365	$0	$29,365	$499
22		1975	$64,259	$69,184	6.25%	90.19	3.8%	1975	$44,342	$35,335	$0	$35,335	$515
23		1976	$71,595	$78,242	6.14%	107.46	3.95%	1976	$41,133	$37,567	$0	$37,567	$717
24		1977	$78,710	$87,254	6.15%	95.1	5.22%	1977	$35,861	$27,404	$0	$27,404	$741
25		1978	$88,883	$96,018	6.31%	96.11	5.12%	1978	$31,746	$22,720	$0	$22,720	$757
26		1979	$103,034	$107,320	6.79%	107.94	5.14%	1979	$30,291	$23,074	$0	$23,074	$675
27		1980	$116,711	$123,550	7.69%	135.76	4.66%	1980	$26,453	$23,927	$0	$23,927	$670
28		1981	$139,364	$144,352	8.43%	122.55	5.68%	1981	$24,539	$18,813	$0	$18,813	$843
29		1982	$145,667	$160,111	5.67%	140.64	4.77%	1982	$24,778	$8,897	$0	$8,897	$854
30		1983	$156,328	$171,177	33.40%	164.93	4.28%	1983	$24,867	$2,628	$0	$2,628	$6,662
31		1984	$175,019	$180,429	13.83%	167.24	4.41%	1984	$31,075	$5,549	$0	$5,549	$8,178
32		1985	$192,142	$190,628	8.82%	211.28	3.81%	1985	$42,163	$17,392	$0	$17,392	$8,657
33		1986	$207,384	$201,522	9.18%	242.17	3.14%	1986	$46,861	$31,921	$0	$31,921	$5,578
34		1987	$220,630	$209,093	11.39%	247.08	3.54%	1987	$68,807	$50,306	$0	$50,306	$5,071
35		1988	$249,520	$222,514	11.87%	277.72	3.44%	1988	$109,762	$91,062	$0	$91,062	$5,781
36		1989	$271,925	$236,242	11.56%	353.4	3.28%	1989	$162,968	$159,378	$0	$159,378	$4,831
37		1990	$294,513	$253,135	10.58%	330.22	3.72%	1990	$225,277	$199,916	$0	$199,916	$3,685
38		1991	$301,605	$274,205	9.72%	417.09	2.94%	1991	$280,747	$291,964	$0	$291,964	$6,179
39		1992	$311,280	$291,865	9.03%	435.71	2.85%	1992	$331,473	$338,680	$0	$338,680	$5,946
40		1993	$322,046	$308,766	8.41%	466.45	2.67%	1993	$378,285	$390,567	$0	$390,567	$5,670
41		1994	$344,689	$323,011	8.22%	459.27	2.83%	1994	$436,385	$422,606	$0	$422,606	$5,320
42		1995	$359,063	$339,815	8.02%	615.93	2.26%	1995	$496,068	$601,014	$0	$601,014	$5,456
43		1996	$378,880	$353,569	7.81%	740.74	1.95%	1996	$566,950	$766,686	$0	$766,686	$6,853
44		1997	$405,982	$369,108	7.72%	970.43	1.61%	1997	$655,510	$1,061,538	$0	$1,061,538	$7,899
45		1998	$430,172	$382,255	7.52%	1229.23	1.3%	1998	$762,460	$1,416,061	$0	$1,416,061	$9,709
46		1999	$459,555	$392,908	7.27%	1469.25	1.16%	1999	$896,133	$1,787,195	$0	$1,787,195	$11,560
47		2000	$492,484	$415,121	7.19%	1320.28	1.21%	2000	$1,049,445	$1,716,455	$0	$1,716,455	$11,479
48		2001	$516,392	$438,916	6.95%	1148.08	1.38%	2001	$1,212,533	$1,606,463	$0	$1,606,463	$12,717
49		2002	$532,470	$461,653	6.63%	879.82	1.8%	2002	$1,377,965	$1,345,085	$0	$1,345,085	$14,254
50		2003	$533,518	$479,086	6.16%	1111.92	1.55%	2003	$1,530,764	$1,788,646	$0	$1,788,646	$13,442
51		2004	$553,039	$501,643	5.81%	1211.92	1.67%	2004	$1,686,839	$2,046,478	$0	$2,046,478	$15,704
52		2005	$592,940	$529,938	5.59%	1248.29	1.75%	2005	$1,858,660	$2,221,274	$0	$2,221,274	$14,566
53		2006	$625,594	$555,421	5.51%	1418.3	1.76%	2006	$2,048,112	$2,649,925	$0	$2,649,925	$16,858
54		2007	$656,120	$594,501	5.38%	1468.36	2.03%	2007	$2,238,500	$2,877,461	$0	$2,877,461	$18,593
55		2008	$672,122	$625,143	5.20%	903.25	3.24%	2008	$2,418,658	$1,927,135	$0	$1,927,135	$16,879
56		2009	$667,257	$685,801	4.89%	1115.1	1.98%	2009	$2,540,348	$2,420,626	$0	$2,420,626	$21,884
57		2010	$637,283	$712,526	4.63%	1257.64	1.79%	2010	$2,608,950	$2,724,481	$0	$2,724,481	$26,347
58		2011	$564,231	$736,083	4.38%	1257.6	2.06%	2011	$2,677,925	$2,735,139	$0	$2,735,139	$126,472
59		2012	$589,508	$785,781	4.08%	1426.19	2.13%	2012	$2,732,334	$3,105,327	$0	$3,105,327	$141,538
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