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| Principal® Freedom Variable Annuity 2 Monthly Performance Update |
Average Annual Total Returns % as of 04/30/2023 |
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Division | Portfolio Inception Date |
Total Expenses |
Unit Value (UV) as of 05/26/2023 |
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 | 0.23% | 10.112386 | 0.001092 | 1.12 | 1.91 | 0.01 | 0.33 | -0.18 | 2.87 | 0.11 |
|
Current 7-day yield % 4.63 As of 04/30/2023 |
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| SHORT-TERM INCOME | 01/12/1994 | 0.47% | 12.262092 | - 0.000319 | 1.76 | 0.81 | -0.95 | 0.48 | 0.45 | 2.28 | 2.28 |
| FIXED INCOME | |||||||||||
| CORE PLUS BOND | 12/18/1987 | 0.49% | 13.694147 | - 0.000356 | 3.08 | -2.45 | -3.19 | 0.46 | 0.62 | 4.31 | 4.31 |
| GOVT & HIGH QUALITY BOND | 05/06/1993 | 0.51% | 11.550593 | 0.013600 | 2.96 | -2.02 | -4.15 | -0.79 | -0.28 | 2.66 | 2.66 |
| BALANCED/ASSET ALLOCATION | |||||||||||
| LIFETIME STRAT INCOME | 08/30/2004 | 0.52% | 15.012706 | 0.071307 | 4.52 | -0.34 | 1.15 | 1.98 | 2.24 | 2.99 | 2.99 |
| LIFETIME 2020 | 08/30/2004 | 0.55% | 19.658613 | 0.113316 | 5.01 | -0.15 | 4.50 | 3.53 | 4.49 | 4.80 | 4.80 |
| LIFETIME 2030 | 08/30/2004 | 0.59% | 21.276376 | 0.155389 | 5.91 | 0.09 | 6.61 | 4.39 | 5.50 | 5.24 | 5.24 |
| LIFETIME 2040 | 08/30/2004 | 0.65% | 23.126198 | 0.238132 | 6.73 | 0.81 | 8.44 | 5.13 | 6.33 | 5.79 | 5.79 |
| LIFETIME 2050 | 08/30/2004 | 0.66% | 24.024363 | 0.272758 | 7.26 | 1.32 | 9.65 | 5.52 | 6.77 | 6.02 | 6.02 |
| SAM BALANCED PORTFOLIO | 06/03/1997 | 0.77% | 20.599373 | 0.169078 | 5.50 | -0.39 | 6.13 | 4.16 | 5.16 | 5.85 | 5.85 |
| SAM CONSERVATIVE BALANCED | 04/23/1998 | 0.77% | 18.397152 | 0.103760 | 4.47 | -0.94 | 3.71 | 2.95 | 3.73 | 4.17 | 4.17 |
| SAM CONSERVATIVE GROWTH | 06/03/1997 | 0.77% | 22.210981 | 0.224145 | 6.36 | 0.16 | 8.54 | 5.23 | 6.50 | 6.39 | 6.39 |
| SAM FLEXIBLE INCOME | 09/09/1997 | 0.73% | 17.157502 | 0.065421 | 3.71 | -1.40 | 1.75 | 2.08 | 2.71 | 4.35 | 4.35 |
| SAM STRATEGIC GROWTH | 06/03/1997 | 0.79% | 23.356894 | 0.285185 | 7.26 | 1.27 | 10.74 | 6.10 | 7.38 | 6.95 | 6.95 |
| LARGE US EQUITY | |||||||||||
| AMCENT VP DISCIPCOREVALUE | 10/31/1997 | 0.70% | 26.457860 | 0.231071 | -1.81 | -8.20 | 9.43 | 5.56 | 7.93 | 5.79 | 4.58 |
| CAPITAL APPRECIATION | 04/28/1998 | 0.63% | 36.066661 | 0.470044 | 7.41 | 4.10 | 13.96 | 10.92 | 11.00 | 9.13 | 9.13 |
| EQUITY INCOME | 04/28/1998 | 0.47% | 13.359166 | 0.096759 | 2.09 | 0.12 | 12.31 | 7.30 | 8.54 | 7.49 | 7.49 |
| LARGECAP GROWTH I | 06/01/1994 | 0.66% | 43.282624 | 0.732719 | 14.07 | -0.51 | 6.94 | 9.40 | 12.09 | 9.30 | 9.30 |
| LARGECAP S&P 500 INDEX | 05/03/1999 | 0.24% | 37.365083 | 0.482382 | 8.76 | 1.41 | 13.15 | 10.10 | 10.83 | 5.44 | 5.44 |
| SMALL/MID US EQUITY | |||||||||||
| FIDELITY VIP MID CAP | 12/28/1998 | 0.71% | 17.610511 | 0.183671 | 2.33 | -0.09 | 16.37 | 5.23 | 8.00 | 10.37 | 6.72 |
| MIDCAP | 12/18/1987 | 0.53% | 51.836171 | 0.326034 | 7.47 | 1.86 | 11.60 | 9.81 | 10.84 | 11.58 | 11.58 |
| REAL ESTATE SECURITIES | 05/01/1998 | 0.79% | 25.584415 | 0.332995 | 4.16 | -15.19 | 7.28 | 5.81 | 5.83 | 8.71 | 8.71 |
| SMALLCAP | 05/01/1998 | 0.82% | 27.753693 | 0.307668 | 3.44 | -2.18 | 13.77 | 4.95 | 8.38 | 5.30 | 5.30 |
| INTERNATIONAL EQUITY | |||||||||||
| DIVERSIFIED INTERNATIONAL | 05/02/1994 | 0.90% | 16.636878 | 0.227481 | 9.32 | 3.08 | 9.21 | 1.45 | 3.48 | 4.81 | 4.81 |