Why Does My T-Rex Score Matter?

Expecting a long and happy retirement, three Boomers each invest $200,000 with a fifteen year time horizon. Their investmentsĀ each produce the same 5% average annual return over 15 years but their T-Rex Scores are very different!

Robert Karen Michael
Investment $200,000 $200,000 $200,000
Time Horizon (years) 15 15 15
Annual Return 5.00% 5.00% 5.00%
Annual Fees 2.50% 1.25% 0.25%
T-Rex Score 42% 68% 93%

Despite identical pre-fee investment performance, Karen ends up $57,757 more than Robert while Michael ends up with $111,521 more than Robert.

Which T-Rex Score will you choose?

(If this illustration doesn’t apply to your circumstances, just go to the T-Rex Calculator to create your own scenarios.)

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