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Principal® Lifetime Income Solutions II Variable Annuity Quarterly Performance Update |
Performance Including Surrender Charges Average Annual Total Returns % as of 03/31/2024 |
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Subaccount | Subaccount Inception Date |
Total Expenses |
Unit Value (UV) as of 04/19/2024 |
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 | 04/05/2017 | 0.48% | 10.119468 | 0.000955 | -5.16 | -2.61 | -0.74 | -0.31 | n/a | n/a | 0.12 |
Current 7-day yield % 4.91 As of 03/31/2024 |
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BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALANCED VOL CONTROL | 03/30/2017 | 0.53% | 12.733910 | - 0.033310 | -2.43 | 5.15 | 0.19 | 3.75 | n/a | 4.06 | 4.06 |
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 13.191810 | - 0.034508 | -2.60 | 4.59 | -0.34 | 4.15 | 4.22 | 4.31 | 4.31 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 14.546063 | - 0.035003 | -1.29 | 7.87 | 1.32 | 5.90 | 5.50 | 5.61 | 5.61 |
DIV GROWTH VOL CONTROL | 03/30/2017 | 0.53% | 13.932940 | - 0.045052 | -0.98 | 8.68 | 2.08 | 5.43 | n/a | 5.44 | 5.44 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 13.521288 | - 0.028987 | -2.38 | 5.21 | -0.01 | 4.58 | 4.59 | 5.40 | 5.40 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 14.979285 | - 0.043400 | -0.96 | 8.75 | 1.75 | 6.45 | 5.95 | 6.81 | 6.81 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 12.141091 | - 0.019987 | -3.82 | 1.68 | -1.82 | 2.66 | 3.17 | 3.71 | 3.71 |
LARGE US EQUITY | |||||||||||
LARGECAP BUFFER APRIL | 03/29/2023 | n/a | 11.547649 | - 0.045335 | 1.38 | 13.95 | n/a | n/a | n/a | 13.86 | 13.86 |
LARGECAP BUFFER JANUARY | 12/28/2022 | n/a | 12.109329 | - 0.081976 | 1.26 | 14.04 | n/a | n/a | n/a | 15.86 | 15.86 |
LARGECAP BUFFER JULY | 06/29/2022 | 0.98% | 12.123252 | - 0.081024 | 1.50 | 13.43 | n/a | n/a | n/a | 11.40 | 11.40 |
LARGECAP BUFFER OCTOBER | 09/29/2022 | n/a | 12.705378 | - 0.084635 | 1.31 | 14.11 | n/a | n/a | n/a | 17.02 | 17.02 |
Principal® Lifetime Income Solutions II Variable Annuity Quarterly Performance Update |
Performance Excluding Surrender Charges Average Annual Total Returns % as of 03/31/2024 |
||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Subaccount | Portfolio Inception Date |
Total Expenses |
Unit Value (UV) as of 04/19/2024 |
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 | 01/12/2000 | 0.48% | 10.119468 | 0.000955 | -5.16 | -2.61 | -0.74 | -0.31 | n/a | n/a | 0.12 |
Current 7-day yield % 4.91 As of 03/31/2024 |
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BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALANCED VOL CONTROL | 03/30/2017 | 0.53% | 12.733910 | - 0.033310 | -2.43 | 5.15 | 0.19 | 3.75 | n/a | 4.06 | 4.06 |
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 13.191810 | - 0.034508 | -2.60 | 4.59 | -0.34 | 4.15 | 4.22 | 4.31 | 4.31 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 14.546063 | - 0.035003 | -1.29 | 7.87 | 1.32 | 5.90 | 5.50 | 5.61 | 5.61 |
DIV GROWTH VOL CONTROL | 03/30/2017 | 0.53% | 13.932940 | - 0.045052 | -0.98 | 8.68 | 2.08 | 5.43 | n/a | 5.44 | 5.44 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 13.521288 | - 0.028987 | -2.38 | 5.21 | -0.01 | 4.58 | 4.59 | 5.40 | 5.40 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 14.979285 | - 0.043400 | -0.96 | 8.75 | 1.75 | 6.45 | 5.95 | 6.81 | 6.81 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 12.141091 | - 0.019987 | -3.82 | 1.68 | -1.82 | 2.66 | 3.17 | 3.71 | 3.71 |
LARGE US EQUITY | |||||||||||
LARGECAP BUFFER APRIL | 03/29/2023 | n/a | 11.547649 | - 0.045335 | 1.38 | 13.95 | n/a | n/a | n/a | 13.86 | 13.86 |
LARGECAP BUFFER JANUARY | 12/28/2022 | n/a | 12.109329 | - 0.081976 | 1.26 | 14.04 | n/a | n/a | n/a | 15.86 | 15.86 |
LARGECAP BUFFER JULY | 06/29/2022 | 0.98% | 12.123252 | - 0.081024 | 1.50 | 13.43 | n/a | n/a | n/a | 11.40 | 11.40 |
LARGECAP BUFFER OCTOBER | 09/29/2022 | n/a | 12.705378 | - 0.084635 | 1.31 | 14.11 | n/a | n/a | n/a | 17.02 | 17.02 |