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| Principal® Freedom Variable Annuity 2 Quarterly Performance Update |
Average Annual Total Returns % as of 12/31/2022 |
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Division | Portfolio Inception Date |
Total Expenses |
Unit Value (UV) as of 03/23/2023 |
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% | 10.046030 | 0.000993 | 0.48 | 0.48 | -0.36 | 0.13 | -0.31 | 2.86 | -0.04 |
|
Current 7-day yield % 4.34 As of 02/28/2023 |
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| SHORT-TERM INCOME | 01/12/1994 | 0.47% | 12.282544 | - 0.000320 | -4.36 | -4.36 | -1.25 | -0.01 | 0.32 | 2.25 | 2.25 |
| FIXED INCOME | |||||||||||
| CORE PLUS BOND | 12/18/1987 | 0.49% | 14.034332 | 0.057333 | -14.94 | -14.94 | -3.09 | -0.67 | 0.43 | 4.26 | 4.26 |
| GOVT & HIGH QUALITY BOND | 05/06/1993 | 0.51% | 11.876187 | 0.027538 | -12.64 | -12.64 | -4.53 | -1.72 | -0.50 | 2.59 | 2.59 |
| BALANCED/ASSET ALLOCATION | |||||||||||
| LIFETIME STRAT INCOME | 08/30/2004 | 0.52% | 14.908472 | 0.028339 | -13.91 | -13.91 | -0.88 | 0.83 | 2.12 | 2.79 | 2.79 |
| LIFETIME 2010 | 08/30/2004 | 0.54% | 16.734447 | 0.044714 | -14.02 | -14.02 | -0.15 | 1.39 | 3.24 | 3.59 | 3.59 |
| LIFETIME 2020 | 08/30/2004 | 0.55% | 19.414502 | 0.032071 | -15.19 | -15.19 | 0.84 | 2.37 | 4.69 | 4.61 | 4.61 |
| LIFETIME 2030 | 08/30/2004 | 0.59% | 20.808542 | 0.034170 | -17.62 | -17.62 | 1.55 | 3.10 | 5.68 | 5.01 | 5.01 |
| LIFETIME 2040 | 08/30/2004 | 0.65% | 22.297903 | 0.044257 | -18.87 | -18.87 | 2.14 | 3.74 | 6.52 | 5.52 | 5.52 |
| LIFETIME 2050 | 08/30/2004 | 0.66% | 22.952956 | 0.031619 | -19.57 | -19.57 | 2.52 | 4.07 | 6.96 | 5.73 | 5.73 |
| SAM BALANCED PORTFOLIO | 06/03/1997 | 0.77% | 20.031363 | 0.045814 | -16.94 | -16.94 | 1.04 | 2.89 | 5.38 | 5.71 | 5.71 |
| SAM CONSERVATIVE BALANCED | 04/23/1998 | 0.77% | 18.184206 | 0.034331 | -15.26 | -15.26 | -0.01 | 1.87 | 3.84 | 4.04 | 4.04 |
| SAM CONSERVATIVE GROWTH | 06/03/1997 | 0.77% | 21.312088 | 0.058682 | -18.57 | -18.57 | 2.05 | 3.85 | 6.80 | 6.22 | 6.22 |
| SAM FLEXIBLE INCOME | 09/09/1997 | 0.73% | 17.169627 | 0.032542 | -13.93 | -13.93 | -1.07 | 1.07 | 2.79 | 4.26 | 4.26 |
| SAM STRATEGIC GROWTH | 06/03/1997 | 0.79% | 22.206728 | 0.065484 | -19.55 | -19.55 | 2.97 | 4.53 | 7.72 | 6.75 | 6.75 |
| LARGE US EQUITY | |||||||||||
| AMCENT VP DISCIPCOREVALUE | 10/31/1997 | 0.70% | 26.034755 | - 0.116222 | -13.56 | -13.56 | 5.45 | 5.84 | 9.58 | 5.94 | 4.72 |
| CAPITAL APPRECIATION | 04/28/1998 | 0.63% | 33.976430 | 0.053972 | -17.21 | -17.21 | 7.22 | 9.13 | 11.48 | 8.94 | 8.94 |
| EQUITY INCOME | 04/28/1998 | 0.47% | 13.028191 | - 0.046414 | -11.34 | -11.34 | 4.28 | 6.41 | 9.66 | 7.50 | 7.50 |
| LARGECAP GROWTH I | 06/01/1994 | 0.66% | 39.679523 | 0.336375 | -34.78 | -34.78 | 2.04 | 7.82 | 11.60 | 8.91 | 8.91 |
| LARGECAP S&P 500 INDEX | 05/03/1999 | 0.24% | 35.062478 | 0.110816 | -19.10 | -19.10 | 6.35 | 8.10 | 11.19 | 5.14 | 5.14 |
| SMALL/MID US EQUITY | |||||||||||
| FIDELITY VIP MID CAP | 12/28/1998 | 0.71% | 17.151629 | - 0.065541 | -15.66 | -15.66 | 7.03 | 4.84 | 8.81 | 10.41 | 6.70 |
| MIDCAP | 12/18/1987 | 0.53% | 48.146731 | - 0.104316 | -23.70 | -23.70 | 3.60 | 7.85 | 11.48 | 11.46 | 11.46 |
| REAL ESTATE SECURITIES | 05/01/1998 | 0.79% | 24.502903 | - 0.137363 | -26.12 | -26.12 | -0.56 | 3.94 | 6.77 | 8.65 | 8.65 |
| SMALLCAP | 05/01/1998 | 0.82% | 27.037940 | - 0.124265 | -21.38 | -21.38 | 4.23 | 4.75 | 9.46 | 5.23 | 5.23 |
| INTERNATIONAL EQUITY | |||||||||||
| DIVERSIFIED INTERNATIONAL | 05/02/1994 | 0.90% | 15.934077 | 0.045244 | -20.76 | -20.76 | -0.29 | -0.32 | 3.37 | 4.54 | 4.54 |