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| Principal® Freedom Variable Annuity 2 Monthly Performance Update |
Average Annual Total Returns % as of 04/30/2024 |
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Division | Portfolio 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% | 10.511300 | 0.001198 | 1.41 | 4.22 | 1.71 | 0.96 | 0.33 | 2.90 | 0.60 |
|
Current 7-day yield % 5.11 As of 04/30/2024 |
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| SHORT-TERM INCOME | 01/12/1994 | 0.41% | 12.776174 | - 0.000333 | 0.48 | 3.29 | -0.28 | 0.64 | 0.76 | 2.32 | 2.32 |
| FIXED INCOME | |||||||||||
| CORE PLUS BOND | 12/18/1987 | 0.50% | 13.868162 | 0.073175 | -3.63 | -2.44 | -4.84 | -0.80 | 0.41 | 4.12 | 4.12 |
| GOVT & HIGH QUALITY BOND | 05/06/1993 | 0.51% | 11.553655 | 0.056130 | -4.46 | -3.82 | -5.27 | -2.25 | -0.58 | 2.44 | 2.44 |
| BALANCED/ASSET ALLOCATION | |||||||||||
| LIFETIME STRAT INCOME | 08/30/2004 | 0.54% | 16.222153 | 0.100701 | 0.13 | 5.14 | -1.14 | 2.27 | 2.46 | 3.09 | 3.09 |
| LIFETIME 2020 | 08/30/2004 | 0.54% | 21.494154 | 0.133996 | 0.48 | 6.41 | -0.58 | 3.97 | 4.24 | 4.88 | 4.88 |
| LIFETIME 2030 | 08/30/2004 | 0.57% | 23.818793 | 0.195797 | 0.91 | 8.62 | -0.19 | 5.21 | 5.28 | 5.41 | 5.41 |
| LIFETIME 2040 | 08/30/2004 | 0.64% | 26.685818 | 0.245270 | 2.32 | 12.32 | 0.92 | 6.57 | 6.29 | 6.11 | 6.11 |
| LIFETIME 2050 | 08/30/2004 | 0.68% | 28.295974 | 0.265279 | 3.27 | 14.81 | 1.69 | 7.44 | 6.90 | 6.45 | 6.45 |
| SAM BALANCED PORTFOLIO | 06/03/1997 | 0.76% | 23.463081 | 0.195743 | 2.14 | 11.25 | 0.88 | 5.31 | 5.29 | 6.05 | 6.05 |
| SAM CONSERVATIVE BALANCED | 04/23/1998 | 0.75% | 20.187148 | 0.142273 | 0.49 | 6.70 | -0.65 | 3.38 | 3.74 | 4.27 | 4.27 |
| SAM CONSERVATIVE GROWTH | 06/03/1997 | 0.78% | 26.030815 | 0.238496 | 3.24 | 14.78 | 2.03 | 6.98 | 6.69 | 6.69 | 6.69 |
| SAM FLEXIBLE INCOME | 09/09/1997 | 0.70% | 18.337407 | 0.100840 | -0.60 | 3.84 | -1.51 | 1.89 | 2.63 | 4.33 | 4.33 |
| SAM STRATEGIC GROWTH | 06/03/1997 | 0.79% | 27.940685 | 0.285918 | 4.17 | 17.24 | 2.82 | 8.40 | 7.58 | 7.32 | 7.32 |
| LARGE US EQUITY | |||||||||||
| CAPITAL APPRECIATION | 04/28/1998 | 0.63% | 44.925035 | 0.524639 | 6.88 | 23.36 | 8.17 | 12.59 | 11.34 | 9.64 | 9.64 |
| EQUITY INCOME | 04/28/1998 | 0.48% | 15.651856 | 0.070247 | 3.30 | 11.47 | 3.13 | 7.42 | 8.07 | 7.64 | 7.64 |
| LARGECAP GROWTH I | 06/01/1994 | 0.69% | 54.707286 | 0.799273 | 5.20 | 28.21 | 2.11 | 11.43 | 12.74 | 9.88 | 9.88 |
| LARGECAP S&P 500 INDEX | 05/03/1999 | 0.20% | 45.686197 | 0.583313 | 5.60 | 21.16 | 6.76 | 11.82 | 11.04 | 6.02 | 6.02 |
| LVIP AC DISCCOREVALUE | 10/31/1997 | n/a | 31.438441 | 0.240013 | 4.52 | 14.56 | 1.32 | 7.05 | 7.31 | 6.11 | -1.19 |
| SMALL/MID US EQUITY | |||||||||||
| FIDELITY VIP MID CAP | 12/28/1998 | 0.71% | 21.530451 | 0.252885 | 5.74 | 17.71 | 3.03 | 8.78 | 7.70 | 10.65 | 7.77 |
| MIDCAP | 12/18/1987 | 0.54% | 63.702357 | 0.616105 | 3.68 | 20.49 | 3.76 | 10.17 | 11.24 | 11.81 | 11.81 |
| REAL ESTATE SECURITIES | 05/01/1998 | 0.79% | 26.929819 | 0.158844 | -9.51 | -2.46 | -3.22 | 1.97 | 5.26 | 8.26 | 8.26 |
| SMALLCAP | 05/01/1998 | 0.84% | 31.227111 | 0.244439 | -0.25 | 10.36 | -3.00 | 6.14 | 6.90 | 5.49 | 5.49 |
| INTERNATIONAL EQUITY | |||||||||||
| DIVERSIFIED INTERNATIONAL | 05/02/1994 | 0.92% | 19.082562 | 0.205441 | 4.76 | 11.50 | -0.39 | 5.25 | 3.69 | 5.02 | 5.02 |