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| Principal® Lifetime Income Solutions Monthly Performance Update |
Performance Including Surrender Charges Average Annual Total Returns % as of 04/30/2024 |
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Subaccount | Subaccount 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 Subaccount Inception * |
| SHORT-TERM FIXED INCOME | |||||||||||
| FIDELITY GOV MONEY MARKET | 02/05/2016 | 0.24% | 10.128358 | 0.001029 | -4.77 | -2.28 | -0.42 | -0.11 | n/a | n/a | 0.13 |
|
Current 7-day yield % 5.11 As of 04/30/2024 |
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| BALANCED/ASSET ALLOCATION | |||||||||||
| DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 15.148139 | 0.114090 | -6.15 | 0.08 | -2.40 | 3.05 | 3.84 | 3.95 | 3.95 |
| DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 17.129279 | 0.144629 | -5.15 | 2.91 | -1.03 | 4.61 | 5.09 | 5.20 | 5.20 |
| DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 20.972646 | 0.157764 | -6.08 | 0.46 | -2.16 | 3.43 | 4.17 | 5.17 | 5.17 |
| DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 25.337245 | 0.225145 | -4.95 | 3.43 | -0.71 | 5.11 | 5.51 | 6.56 | 6.56 |
| DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 15.266805 | 0.107869 | -7.21 | -2.52 | -3.64 | 1.69 | 2.79 | 3.43 | 3.43 |
| Principal® Lifetime Income Solutions Monthly Performance Update |
Performance Excluding Surrender Charges Average Annual Total Returns % as of 04/30/2024 |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Subaccount | 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 Subaccount Inception |
| SHORT-TERM FIXED INCOME | |||||||||||
| FIDELITY GOV MONEY MARKET | 04/01/1982 | 0.24% | 10.128358 | 0.001029 | 1.23 | 3.72 | 1.23 | 0.48 | -0.14 | 2.40 | 0.13 |
|
Current 7-day yield % 5.11 As of 04/30/2024 |
|||||||||||
| BALANCED/ASSET ALLOCATION | |||||||||||
| DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 15.148139 | 0.114090 | -0.15 | 6.08 | -0.68 | 3.58 | 3.84 | 3.95 | 3.95 |
| DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 17.129279 | 0.144629 | 0.85 | 8.91 | 0.64 | 5.11 | 5.09 | 5.20 | 5.20 |
| DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 20.972646 | 0.157764 | -0.08 | 6.46 | -0.45 | 3.95 | 4.17 | 5.17 | 5.17 |
| DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 25.337245 | 0.225145 | 1.05 | 9.43 | 0.96 | 5.59 | 5.51 | 6.56 | 6.56 |
| DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 15.266805 | 0.107869 | -1.21 | 3.48 | -1.88 | 2.24 | 2.79 | 3.43 | 3.43 |