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Principal® Freedom Variable Annuity Monthly Performance Update |
Average Annual Total Returns % as of 04/30/2024 |
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Division | Inception Date |
Total Expenses |
Unit Value (UV) as of 05/03/2024 |
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% | 10.598326 | 0.001237 | 1.45 | 4.32 | 1.81 | 1.06 | 0.43 | 3.00 | 0.70 |
Current 7-day yield % 5.11 As of 04/30/2024 |
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SHORT-TERM INCOME | 01/12/1994 | 0.41% | 12.975228 | - 0.000302 | 0.51 | 3.40 | -0.18 | 0.74 | 0.86 | 2.37 | 2.37 |
FIXED INCOME | |||||||||||
CORE PLUS BOND | 12/18/1987 | 0.50% | 18.759061 | 0.099033 | -3.60 | -2.34 | -4.74 | -0.70 | 0.51 | 4.26 | 4.26 |
GOVT & HIGH QUALITY BOND | 05/06/1993 | 0.51% | 11.733647 | 0.057037 | -4.43 | -3.72 | -5.18 | -2.15 | -0.48 | 2.49 | 2.49 |
LARGE US EQUITY | |||||||||||
EQUITY INCOME | 04/28/1998 | 0.48% | 15.739206 | 0.070682 | 3.34 | 11.58 | 3.23 | 7.53 | 8.18 | 7.75 | 7.75 |
LARGECAP GROWTH I | 06/01/1994 | 0.69% | 55.646986 | 0.813150 | 5.24 | 28.34 | 2.21 | 11.55 | 12.85 | 9.95 | 9.95 |
LARGECAP S&P 500 INDEX | 05/03/1999 | 0.20% | 45.714957 | 0.583802 | 5.63 | 21.28 | 6.87 | 11.93 | 11.15 | 6.13 | 6.13 |
LVIP AC DISCCOREVALUE | 10/31/1997 | n/a | 35.191510 | 0.268760 | 4.55 | 14.68 | 1.42 | 7.16 | 7.42 | 6.22 | -1.19 |
TEMPLETON GROWTH VIP | 08/24/1988 | 1.18% | 29.132958 | 0.298962 | 3.04 | 11.07 | 1.71 | 4.26 | 2.34 | 6.49 | 4.24 |
SMALL/MID US EQUITY | |||||||||||
MIDCAP | 12/18/1987 | 0.54% | 118.617211 | 1.147540 | 3.72 | 20.61 | 3.87 | 10.28 | 11.36 | 11.93 | 11.93 |
SMALLCAP | 05/01/1998 | 0.84% | 51.342547 | 0.402037 | -0.22 | 10.47 | -2.91 | 6.25 | 7.01 | 5.60 | 5.60 |
INTERNATIONAL EQUITY | |||||||||||
DIVERSIFIED INTERNATIONAL | 05/02/1994 | 0.92% | 26.245012 | 0.282621 | 4.80 | 11.61 | -0.29 | 5.35 | 3.80 | 5.10 | 5.10 |