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Principal® Freedom Variable Annuity Quarterly Performance Update |
Average Annual Total Returns % as of 03/31/2024 |
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Division | Inception Date |
Total Expenses |
Unit Value (UV) as of 04/18/2024 |
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% | 10.579804 | 0.001232 | 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 |
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SHORT-TERM INCOME | 01/12/1994 | 0.41% | 12.877151 | - 0.051606 | 0.99 | 4.24 | 0.09 | 0.90 | 0.90 | 2.39 | 2.39 |
FIXED INCOME | |||||||||||
CORE PLUS BOND | 12/18/1987 | 0.50% | 18.506905 | - 0.060133 | -0.93 | 0.81 | -3.60 | -0.12 | 0.87 | 4.35 | 4.35 |
GOVT & HIGH QUALITY BOND | 05/06/1993 | 0.51% | 11.580091 | - 0.043267 | -1.39 | -0.26 | -4.08 | -1.55 | -0.09 | 2.60 | 2.60 |
LARGE US EQUITY | |||||||||||
AMCENT VP DISCIPCOREVALUE | 10/31/1997 | 0.71% | 34.620958 | - 0.044302 | 10.19 | 20.62 | 4.28 | 8.86 | 8.10 | 6.45 | 5.30 |
EQUITY INCOME | 04/28/1998 | 0.48% | 15.405738 | - 0.027695 | 7.73 | 18.92 | 6.07 | 9.32 | 8.77 | 7.94 | 7.94 |
LARGECAP GROWTH I | 06/01/1994 | 0.69% | 54.507997 | - 0.268603 | 10.70 | 36.81 | 6.43 | 13.43 | 13.21 | 10.16 | 10.16 |
LARGECAP S&P 500 INDEX | 05/03/1999 | 0.20% | 44.677800 | - 0.098552 | 10.26 | 28.44 | 10.26 | 13.77 | 11.70 | 6.33 | 6.33 |
TEMPLETON GROWTH VIP | 08/24/1988 | 1.18% | 28.151681 | - 0.046770 | 6.87 | 17.17 | 4.07 | 5.37 | 2.79 | 6.62 | 4.41 |
SMALL/MID US EQUITY | |||||||||||
MIDCAP | 12/18/1987 | 0.54% | 115.277377 | - 0.569185 | 10.79 | 31.42 | 8.41 | 12.99 | 11.93 | 12.16 | 12.16 |
SMALLCAP | 05/01/1998 | 0.84% | 49.881447 | - 0.202848 | 7.43 | 16.62 | 0.65 | 8.85 | 7.41 | 5.92 | 5.92 |
INTERNATIONAL EQUITY | |||||||||||
DIVERSIFIED INTERNATIONAL | 05/02/1994 | 0.92% | 25.057903 | - 0.000584 | 7.46 | 16.27 | 1.55 | 6.46 | 4.05 | 5.21 | 5.21 |