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| Principal® Freedom Variable Annuity 2 Quarterly Performance Update |
Average Annual Total Returns % as of 03/31/2024 |
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Division | Portfolio Inception Date |
Total Expenses |
Unit Value (UV) as of 04/15/2024 |
Daily Change in UV |
YTD | 1 Year | 3 Year | 5 Year | 10 Year | Since Portfolio Inception * |
Since Division Inception * |
| SHORT-TERM FIXED INCOME | |||||||||||
| FIDELITY GOV MONEY MARKET | 04/01/1982 | 0.24% | 10.489784 | 0.003565 | 1.03 | 4.12 | 1.56 | 0.91 | 0.29 | 2.90 | 0.56 |
|
Current 7-day yield % 5.14 As of 03/31/2024 |
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| SHORT-TERM INCOME | 01/12/1994 | 0.41% | 12.731637 | - 0.000994 | 0.96 | 4.14 | -0.01 | 0.80 | 0.80 | 2.34 | 2.34 |
| FIXED INCOME | |||||||||||
| CORE PLUS BOND | 12/18/1987 | 0.50% | 13.712808 | - 0.089364 | -0.96 | 0.71 | -3.70 | -0.22 | 0.77 | 4.21 | 4.21 |
| GOVT & HIGH QUALITY BOND | 05/06/1993 | 0.51% | 11.417927 | - 0.099703 | -1.42 | -0.36 | -4.17 | -1.65 | -0.19 | 2.55 | 2.55 |
| BALANCED/ASSET ALLOCATION | |||||||||||
| LIFETIME STRAT INCOME | 08/30/2004 | 0.54% | 16.027416 | - 0.087978 | 2.66 | 8.74 | 0.25 | 3.04 | 2.76 | 3.24 | 3.24 |
| LIFETIME 2020 | 08/30/2004 | 0.54% | 21.218163 | - 0.136290 | 3.28 | 10.37 | 1.22 | 4.98 | 4.54 | 5.05 | 5.05 |
| LIFETIME 2030 | 08/30/2004 | 0.57% | 23.436936 | - 0.180493 | 4.39 | 13.56 | 2.09 | 6.47 | 5.63 | 5.62 | 5.62 |
| LIFETIME 2040 | 08/30/2004 | 0.64% | 26.206162 | - 0.232771 | 6.20 | 18.08 | 3.50 | 8.00 | 6.65 | 6.34 | 6.34 |
| LIFETIME 2050 | 08/30/2004 | 0.68% | 27.760316 | - 0.251700 | 7.45 | 21.14 | 4.48 | 8.99 | 7.29 | 6.69 | 6.69 |
| SAM BALANCED PORTFOLIO | 06/03/1997 | 0.76% | 23.130295 | - 0.181900 | 5.56 | 16.37 | 3.20 | 6.49 | 5.63 | 6.20 | 6.20 |
| SAM CONSERVATIVE BALANCED | 04/23/1998 | 0.75% | 19.928734 | - 0.144437 | 3.47 | 11.02 | 1.26 | 4.31 | 4.07 | 4.40 | 4.40 |
| SAM CONSERVATIVE GROWTH | 06/03/1997 | 0.78% | 25.614814 | - 0.241311 | 7.09 | 20.77 | 4.74 | 8.39 | 7.04 | 6.86 | 6.86 |
| SAM FLEXIBLE INCOME | 09/09/1997 | 0.70% | 18.143271 | - 0.119688 | 2.09 | 7.48 | 0.08 | 2.67 | 2.96 | 4.45 | 4.45 |
| SAM STRATEGIC GROWTH | 06/03/1997 | 0.79% | 27.449044 | - 0.266008 | 8.23 | 23.75 | 5.78 | 9.96 | 7.93 | 7.50 | 7.50 |
| LARGE US EQUITY | |||||||||||
| AMCENT VP DISCIPCOREVALUE | 10/31/1997 | 0.71% | 31.282166 | - 0.235638 | 10.17 | 20.50 | 4.17 | 8.75 | 8.00 | 6.34 | 5.20 |
| CAPITAL APPRECIATION | 04/28/1998 | 0.63% | 44.618748 | - 0.552976 | 11.75 | 31.17 | 11.64 | 14.65 | 11.87 | 9.86 | 9.86 |
| EQUITY INCOME | 04/28/1998 | 0.48% | 15.457996 | - 0.093654 | 7.71 | 18.81 | 5.97 | 9.21 | 8.66 | 7.84 | 7.84 |
| LARGECAP GROWTH I | 06/01/1994 | 0.69% | 54.207218 | - 0.943088 | 10.68 | 36.68 | 6.33 | 13.32 | 13.09 | 10.10 | 10.10 |
| LARGECAP S&P 500 INDEX | 05/03/1999 | 0.20% | 45.103326 | - 0.549370 | 10.23 | 28.32 | 10.15 | 13.66 | 11.58 | 6.23 | 6.23 |
| SMALL/MID US EQUITY | |||||||||||
| FIDELITY VIP MID CAP | 12/28/1998 | 0.71% | 21.129197 | - 0.227063 | 12.22 | 24.05 | 6.55 | 10.85 | 8.11 | 10.95 | 8.49 |
| MIDCAP | 12/18/1987 | 0.54% | 62.686267 | - 0.689579 | 10.77 | 31.29 | 8.30 | 12.87 | 11.82 | 12.05 | 12.05 |
| REAL ESTATE SECURITIES | 05/01/1998 | 0.79% | 26.543376 | - 0.401164 | -2.05 | 6.88 | 1.87 | 3.69 | 6.45 | 8.62 | 8.62 |
| SMALLCAP | 05/01/1998 | 0.84% | 30.853229 | - 0.452295 | 7.40 | 16.50 | 0.55 | 8.74 | 7.31 | 5.81 | 5.81 |
| INTERNATIONAL EQUITY | |||||||||||
| DIVERSIFIED INTERNATIONAL | 05/02/1994 | 0.92% | 18.473403 | - 0.093023 | 7.43 | 16.15 | 1.45 | 6.35 | 3.95 | 5.13 | 5.13 |