Why Does My T-Rex Score Matter?
Preparing for future financial freedom, three Gen Xers each invest $100,000. Their investments each produce the same 6% average annual return over 25 years but their T-Rex Scores are very different!
| Matt | Jason | Michelle | |
|---|---|---|---|
| Investment | $100,000 | $100,000 | $100,000 |
| Time Horizon (years) | 25 | 25 | 25 |
| Annual Return | 6.00% | 6.00% | 6.00% |
| Annual Fees | 2.50% | 1.25% | 0.25% |
| T-Rex Score | 41% | 67% | 93% |
Despite identical pre-fee investment performance, Jason ends up $82,720 more than Matt while Michelle ends up with $168,260 more than Matt.
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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