Variable annuities are long term investments and thus are not suitable for everyone; earnings grow tax-deferred; and withdrawals prior to age 59 ½ may result in a 10% penalty tax.
The initial offering of the Principal FreedomSM Variable Annuity 2 was October 30, 2006. The separate account that funds the contract was established on January 12, 1970.
The investment results shown represent historical returns based upon the assumption that the Principal FreedomSM Variable Annuity 2 was available for the period shown. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data shown. For more performance information, including most recent month-end performance, visit our website at www.principal.com and click on "Rates & Values."
The return and principal value of an investment in any of the divisions will fluctuate so that the value, when redeemed, may be worth more or less than its original cost.
Except where noted, investment results include all charges and expenses (no contingent deferred surrender charge applies).
An investment in the Money Market Subaccount is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Although the underlying mutual fund invested in by the subaccount seeks to preserve the value of your investment at $1 per share, the subaccount itself does not seek to maintain a stable net asset value. It is possible to lose money investing in this subaccount.
The Money Market 7-day current yield is computed as follows: the funds average daily net income per share during the 7-day period is divided by the average daily price per share during the period. The result is multiplied by 365, with the resulting annualized yield carried to the nearest 1/100th of 1%. Effective 7-day yield is annualized compounded return assuming distributions are reinvested. The 7-day yield % more closely reflects the current earnings of the Money Market option than the total return displayed.
Before investing in a variable annuity, investors should carefully consider the investment objectives, risks, charges and expenses of the contract and its underlying investment options. This and other information is contained in the free prospectus and, if available, the summary prospectus which can be obtained online or call customer service at 1.800.852.4450. Please read the prospectus and, if available, the summary prospectus carefully before investing.
Equity investment options involve greater risk, including heightened volatility, than fixed-income investment options. Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Fixed-income investment options that invest in mortgage securities are subject to increased risk due to real estate exposure.
Download this data as a comma-separated value file.
This information is not valid unless accompanied by the average annual total returns as of the most recent calendar quarter. This information can be found on www.principal.com, click on "Rates and Value", then on the "Quarterly Performance Update" link.
|Principal FreedomSM Variable Annuity 2
Monthly Performance Update
as of 08/31/2015
|Average Annual Total Returns|
|YTD||1 Year||3 Year||5 Year||10 Year||Since
|SHORT-TERM FIXED INCOME|
|Current 7-day yield annualized||N/A|
|Effective 7-day yield annualized||N/A|
|SHORT-TERM INCOME||01/12/1994||11/24/2008||11.844996||- 0.000308||0.08||0.14||0.62||1.10||2.18||2.92||2.60|
|BOND & MORTGAGE SEC||12/18/1987||12/18/1987||13.330838||0.023545||-0.49||-0.72||0.97||2.96||2.83||5.33||5.33|
|GOVT & HIGH QUALITY BOND||05/06/1993||11/24/2008||12.382443||0.011842||0.16||1.09||0.78||1.82||3.18||3.79||3.21|
|LIFETIME STRAT INCOME||08/30/2004||08/30/2004||12.537895||- 0.034062||-1.04||-2.04||2.81||4.54||2.65||3.33||3.33|
|LIFETIME 2010||08/30/2004||08/30/2004||13.203151||- 0.076729||-1.47||-2.49||4.86||6.70||3.32||4.12||4.12|
|LIFETIME 2020||08/30/2004||08/30/2004||13.932707||- 0.123767||-1.99||-2.73||6.88||8.35||4.08||4.97||4.97|
|LIFETIME 2030||08/30/2004||08/30/2004||13.911833||- 0.149826||-2.28||-3.07||7.93||9.30||4.15||4.98||4.98|
|LIFETIME 2040||08/30/2004||08/30/2004||14.132130||- 0.194708||-2.49||-3.21||9.12||10.21||4.42||5.34||5.34|
|LIFETIME 2050||08/30/2004||08/30/2004||14.109230||- 0.201938||-2.53||-3.39||9.61||10.54||4.48||5.38||5.38|
|SAM BALANCED PORTFOLIO||06/03/1997||05/01/2007||13.861299||- 0.116119||-2.17||-2.19||7.49||8.69||5.00||6.13||4.18|
|SAM CONSERVATIVE BALANCED||04/23/1998||05/01/2007||13.876496||- 0.073399||-1.58||-1.66||5.42||6.74||4.62||4.33||4.12|
|SAM CONSERVATIVE GROWTH||06/03/1997||05/01/2007||13.413098||- 0.161090||-2.80||-2.71||9.23||10.39||5.00||6.32||3.83|
|SAM FLEXIBLE INCOME||09/09/1997||05/01/2007||13.983377||- 0.046138||-1.69||-1.93||4.02||5.47||4.32||5.01||4.19|
|SAM STRATEGIC GROWTH||06/03/1997||05/01/2007||13.185701||- 0.191770||-4.02||-3.50||10.65||11.62||5.03||6.76||3.67|
|LARGE US EQUITY|
|AMCENT VP INCOME & GROWTH||10/31/1997||05/03/1999||14.798171||- 0.234147||-8.65||-6.36||11.56||13.90||4.71||4.90||3.05|
|CAPITAL APPRECIATION||04/28/1998||05/01/2007||15.633736||- 0.232529||-2.78||0.09||13.73||14.20||6.70||8.27||5.78|
|LARGECAP GROWTH I||06/01/1994||06/01/1994||17.726002||- 0.223125||2.38||4.60||14.55||16.24||7.60||8.52||8.52|
|LARGECAP S&P 500 INDEX||05/03/1999||05/03/1999||16.239448||- 0.253800||-3.61||-0.73||12.91||14.38||5.83||2.94||2.94|
|LARGECAP VALUE||05/13/1970||05/13/1970||14.466683||- 0.227669||-5.42||-3.44||11.81||13.63||4.76||9.51||9.51|
|SMALL/MID US EQUITY|
|FIDELITY VIP MID CAP||12/28/1998||05/16/2014||10.327835||- 0.125170||-1.02||-1.40||13.39||11.40||7.30||11.89||4.25|
|REAL ESTATE SECURITIES||05/01/1998||05/01/1998||16.591027||- 0.348395||-6.29||2.09||8.39||11.88||6.85||9.87||9.87|
|SMALLCAP BLEND||05/01/1998||05/01/1998||16.658046||- 0.146245||2.35||3.87||17.00||17.19||6.14||4.71||4.71|
|DIVERSIFIED INTERNATIONAL||05/02/1994||05/02/1994||11.836994||- 0.233297||-1.20||-8.53||6.88||6.89||3.69||5.04||5.04|