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Principal® Freedom Variable Annuity
Quarterly Performance Update
Average Annual Total Returns %
as of 03/31/2024
Division Inception
Date
Total
Expenses
Unit Value
(UV)
as of
04/26/2024
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% 10.589663 0.001236 1.06 4.22 1.66 1.01 0.39 3.00 0.66
Current 7-day yield % 5.14
As of 03/31/2024
 
SHORT-TERM INCOME 01/12/1994 0.41% 12.926048 - 0.000301 0.99 4.24 0.09 0.90 0.90 2.39 2.39
FIXED INCOME
CORE PLUS BOND 12/18/1987 0.50% 18.543252 0.059260 -0.93 0.81 -3.60 -0.12 0.87 4.35 4.35
GOVT & HIGH QUALITY BOND 05/06/1993 0.51% 11.592264 0.042719 -1.39 -0.26 -4.08 -1.55 -0.09 2.60 2.60
LARGE US EQUITY
EQUITY INCOME 04/28/1998 0.48% 15.763633 0.032430 7.73 18.92 6.07 9.32 8.77 7.94 7.94
LARGECAP GROWTH I 06/01/1994 0.69% 55.426971 0.851471 10.70 36.81 6.43 13.43 13.21 10.16 10.16
LARGECAP S&P 500 INDEX 05/03/1999 0.20% 45.468926 0.466911 10.26 28.44 10.26 13.77 11.70 6.33 6.33
TEMPLETON GROWTH VIP 08/24/1988 1.18% 28.907182 0.322069 6.87 17.17 4.07 5.37 2.79 6.62 4.41
SMALL/MID US EQUITY
MIDCAP 12/18/1987 0.54% 117.751567 0.103457 10.79 31.42 8.41 12.99 11.93 12.16 12.16
SMALLCAP 05/01/1998 0.84% 51.149256 0.301282 7.43 16.62 0.65 8.85 7.41 5.92 5.92
INTERNATIONAL EQUITY
DIVERSIFIED INTERNATIONAL 05/02/1994 0.92% 25.824377 0.219726 7.46 16.27 1.55 6.46 4.05 5.21 5.21