Larry Bates

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T-Rex Score

  • T-Rex Score

T-Rex Score

Your T-Rex Score

Your T-REX Score tells you how much of your investment return you will actually get to keep.

The T-REX Calculator allows you to determine T-REX Scores for an endless range of scenarios. So start with any scenario you wish. Make adjustments. See how your T-REX Score changes. You may be very surprised!

You Invest

Annual Return(%)

Annual Fees(%)

Time (years)

T-Rex Score: 0

$0
Total Gain

$0
Lost in Fees

$0
Gain You Keep

$0
Total Value

Your T-REX Score represents the percentage of your Total Gain you actually get to keep

  1. Total Gain: the total gain produced by your underlying investments before fees (based on continuous reinvestment of annual gains throughout).
  2. Lost in Fees: total amount lost in fees (fees paid plus the “drag” arising from the reduced rate of return).
  3. Gain You Keep: portion of total gain you actually keep.
  4. Total Value: your original investment plus the gain you keep.

How to Determine Your T-REX Score

What’s the value? What’s the cost?

Banks, insurers, fund companies, brokers and advisors provide service including access to investments and, in many cases, some degree of advice. Your T-REX Score reveals the true cost of this service. Now you can make a “value” judgement. Are you are receiving your fair share of investment returns?

Happy With Your T-REX Score?

You may be satisfied with a very high T-REX Score. Or you may find a lower T-REX Score acceptable because the service you receive is worth it. If so, well done. But what if you aren’t satisfied with your T-REX Score? What if you are not sure what to think? What can you do? Learn the basics!! Learn More

T-Rex Score Math

How can such small fees take such a huge chunk of my investment return? Why does my T-REX Score decline over time? Are these numbers for real? Learn More