Principal Lifetime Income Solutions Performance Update

  Export to Excel 
			

					
							
								 Principal^® Lifetime Income Solutions 
Quarterly Performance Update
								Performance Including Surrender Charges
Average Annual Total Returns %
as of 03/31/2024
							
					
							
								Subaccount
								Subaccount
Inception
Date
								Total
Expenses
								Unit Value
(UV)
as of
04/22/2024
								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%
									10.117039
									0.003070
									-5.10
									-2.37
									-0.58
									-0.17
									n/a
									n/a
									0.09						
								
								
									
									
										Current 7-day yield %   5.14 

										As of 03/31/2024
									
									 							
								
							
						
						
						
					
						
						
					
						
							
						
						
					  			
							BALANCED/ASSET ALLOCATION
						
							
						
							
									 DIV BALNCD MNGD VOLATILTY 
									10/31/2013
									0.57%
									14.912351
									0.074775
									-2.61
									4.58
									-0.35
									4.15
									4.24
									4.33
									4.33						
								
							
						
							
						
							
									 DIV GROWTH MNGD VOLATILTY 
									10/31/2013
									0.60%
									16.832606
									0.090571
									-1.30
									7.86
									1.31
									5.90
									5.51
									5.62
									5.62						
								
							
						
							
						
							
									 DIVERSIFIED BALANCED 
									12/30/2009
									0.49%
									20.635391
									0.084167
									-2.38
									5.20
									-0.02
									4.57
									4.60
									5.47
									5.47						
								
							
						
							
						
							
									 DIVERSIFIED GROWTH 
									12/30/2009
									0.51%
									24.867249
									0.138542
									-0.97
									8.74
									1.74
									6.44
									5.96
									6.88
									6.88						
								
							
						
							
						
							
									 DIVERSIFIED INCOME 
									05/15/2012
									0.47%
									15.044197
									0.046498
									-3.83
									1.67
									-1.83
									2.65
									3.19
									3.74
									3.74						
								
							
						
						
						
					
						
						
					
						
						
					
						
						
					
						
						
					
					
					

						
							
								 Principal^® Lifetime Income Solutions 
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
04/22/2024
								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%
								10.117039
								0.003070
								0.90
								3.63
								1.08
								0.43
								-0.19
								2.40
								0.09						
								
								
									
									
										Current 7-day yield %   5.14 

										As of 03/31/2024
									
									 							
								
						
							
						
						
					
						
						
					
						
						
						
						
					  			
							BALANCED/ASSET ALLOCATION
						  		
							
						
							
								 DIV BALNCD MNGD VOLATILTY 
								10/31/2013
								0.57%
								14.912351
								0.074775
								3.39
								10.58
								1.30
								4.65
								4.24
								4.33
								4.33						
								
						
							
							
						
							
								 DIV GROWTH MNGD VOLATILTY 
								10/31/2013
								0.60%
								16.832606
								0.090571
								4.70
								13.86
								2.91
								6.37
								5.51
								5.62
								5.62						
								
						
							
							
						
							
								 DIVERSIFIED BALANCED 
								12/30/2009
								0.49%
								20.635391
								0.084167
								3.62
								11.20
								1.62
								5.07
								4.60
								5.47
								5.47						
								
						
							
							
						
							
								 DIVERSIFIED GROWTH 
								12/30/2009
								0.51%
								24.867249
								0.138542
								5.03
								14.74
								3.33
								6.91
								5.96
								6.88
								6.88						
								
						
							
							
						
							
								 DIVERSIFIED INCOME 
								05/15/2012
								0.47%
								15.044197
								0.046498
								2.17
								7.67
								-0.13
								3.19
								3.19
								3.74
								3.74

Principal^® Lifetime Income Solutions Quarterly Performance Update					Performance Including Surrender Charges Average Annual Total Returns % as of 03/31/2024
Subaccount	Subaccount Inception Date	Total Expenses	Unit Value (UV) as of 04/22/2024	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%	10.117039	0.003070	-5.10	-2.37	-0.58	-0.17	n/a	n/a	0.09
Current 7-day yield % 5.14 As of 03/31/2024
BALANCED/ASSET ALLOCATION
DIV BALNCD MNGD VOLATILTY	10/31/2013	0.57%	14.912351	0.074775	-2.61	4.58	-0.35	4.15	4.24	4.33	4.33
DIV GROWTH MNGD VOLATILTY	10/31/2013	0.60%	16.832606	0.090571	-1.30	7.86	1.31	5.90	5.51	5.62	5.62
DIVERSIFIED BALANCED	12/30/2009	0.49%	20.635391	0.084167	-2.38	5.20	-0.02	4.57	4.60	5.47	5.47
DIVERSIFIED GROWTH	12/30/2009	0.51%	24.867249	0.138542	-0.97	8.74	1.74	6.44	5.96	6.88	6.88
DIVERSIFIED INCOME	05/15/2012	0.47%	15.044197	0.046498	-3.83	1.67	-1.83	2.65	3.19	3.74	3.74

Principal^® Lifetime Income Solutions 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 04/22/2024	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%	10.117039	0.003070	0.90	3.63	1.08	0.43	-0.19	2.40	0.09
Current 7-day yield % 5.14 As of 03/31/2024
BALANCED/ASSET ALLOCATION
DIV BALNCD MNGD VOLATILTY	10/31/2013	0.57%	14.912351	0.074775	3.39	10.58	1.30	4.65	4.24	4.33	4.33
DIV GROWTH MNGD VOLATILTY	10/31/2013	0.60%	16.832606	0.090571	4.70	13.86	2.91	6.37	5.51	5.62	5.62
DIVERSIFIED BALANCED	12/30/2009	0.49%	20.635391	0.084167	3.62	11.20	1.62	5.07	4.60	5.47	5.47
DIVERSIFIED GROWTH	12/30/2009	0.51%	24.867249	0.138542	5.03	14.74	3.33	6.91	5.96	6.88	6.88
DIVERSIFIED INCOME	05/15/2012	0.47%	15.044197	0.046498	2.17	7.67	-0.13	3.19	3.19	3.74	3.74