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| Principal® Freedom Variable Annuity 2 Quarterly Performance Update |
Average Annual Total Returns % as of 06/30/2023 |
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Division | Portfolio Inception Date |
Total Expenses |
Unit Value (UV) as of 09/25/2023 |
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 | 0.24% | 10.249551 | 0.003479 | 1.80 | 2.64 | 0.28 | 0.44 | -0.09 | 2.87 | 0.20 |
|
Current 7-day yield % 5.10 As of 08/31/2023 |
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| SHORT-TERM INCOME | 01/12/1994 | 0.41% | 12.341975 | - 0.000964 | 1.59 | 1.22 | -1.33 | 0.40 | 0.49 | 2.26 | 2.26 |
| FIXED INCOME | |||||||||||
| CORE PLUS BOND | 12/18/1987 | 0.50% | 13.312151 | - 0.104595 | 1.32 | -2.06 | -4.38 | 0.11 | 0.83 | 4.24 | 4.24 |
| GOVT & HIGH QUALITY BOND | 05/06/1993 | 0.51% | 11.180482 | - 0.100208 | 1.34 | -2.74 | -4.73 | -1.18 | -0.18 | 2.59 | 2.59 |
| BALANCED/ASSET ALLOCATION | |||||||||||
| LIFETIME STRAT INCOME | 08/30/2004 | 0.54% | 14.979068 | - 0.044763 | 5.23 | 4.71 | 0.28 | 2.11 | 2.64 | 3.00 | 3.00 |
| LIFETIME 2020 | 08/30/2004 | 0.54% | 19.638989 | - 0.052288 | 6.21 | 5.99 | 3.22 | 3.74 | 4.89 | 4.82 | 4.82 |
| LIFETIME 2030 | 08/30/2004 | 0.57% | 21.334245 | - 0.037588 | 8.12 | 8.38 | 5.26 | 4.79 | 5.96 | 5.31 | 5.31 |
| LIFETIME 2040 | 08/30/2004 | 0.64% | 23.345554 | - 0.001823 | 10.31 | 11.98 | 7.17 | 5.71 | 6.90 | 5.92 | 5.92 |
| LIFETIME 2050 | 08/30/2004 | 0.68% | 24.362436 | 0.031545 | 11.72 | 14.23 | 8.46 | 6.28 | 7.43 | 6.19 | 6.19 |
| SAM BALANCED PORTFOLIO | 06/03/1997 | 0.76% | 20.800773 | - 0.018083 | 8.30 | 8.61 | 5.40 | 4.59 | 5.62 | 5.92 | 5.92 |
| SAM CONSERVATIVE BALANCED | 04/23/1998 | 0.75% | 18.400659 | - 0.037346 | 5.66 | 5.36 | 2.80 | 3.11 | 4.09 | 4.19 | 4.19 |
| SAM CONSERVATIVE GROWTH | 06/03/1997 | 0.78% | 22.598085 | 0.023559 | 10.58 | 11.67 | 7.90 | 5.94 | 7.06 | 6.51 | 6.51 |
| SAM FLEXIBLE INCOME | 09/09/1997 | 0.70% | 17.033604 | - 0.069271 | 3.83 | 3.01 | 0.85 | 1.99 | 3.00 | 4.33 | 4.33 |
| SAM STRATEGIC GROWTH | 06/03/1997 | 0.79% | 23.892807 | 0.055800 | 12.37 | 14.52 | 9.89 | 7.04 | 7.99 | 7.10 | 7.10 |
| LARGE US EQUITY | |||||||||||
| AMCENT VP DISCIPCOREVALUE | 10/31/1997 | 0.71% | 27.630389 | 0.113792 | 1.05 | 3.55 | 8.44 | 5.81 | 8.07 | 5.87 | 4.67 |
| CAPITAL APPRECIATION | 04/28/1998 | 0.63% | 37.275229 | 0.149880 | 14.08 | 18.86 | 13.54 | 11.55 | 11.56 | 9.32 | 9.32 |
| EQUITY INCOME | 04/28/1998 | 0.48% | 13.757910 | 0.037194 | 3.58 | 8.07 | 11.42 | 7.31 | 8.81 | 7.50 | 7.50 |
| LARGECAP GROWTH I | 06/01/1994 | 0.69% | 44.730164 | 0.197856 | 26.63 | 22.88 | 6.93 | 10.60 | 13.04 | 9.64 | 9.64 |
| LARGECAP S&P 500 INDEX | 05/03/1999 | 0.20% | 38.581867 | 0.153769 | 16.22 | 18.17 | 13.22 | 10.95 | 11.48 | 5.69 | 5.69 |
| SMALL/MID US EQUITY | |||||||||||
| FIDELITY VIP MID CAP | 12/28/1998 | 0.71% | 18.029741 | 0.101172 | 7.58 | 15.63 | 14.87 | 5.87 | 8.43 | 10.52 | 7.18 |
| MIDCAP | 12/18/1987 | 0.54% | 53.325965 | 0.167913 | 15.30 | 20.14 | 10.64 | 10.41 | 11.62 | 11.74 | 11.74 |
| REAL ESTATE SECURITIES | 05/01/1998 | 0.79% | 25.496622 | - 0.034087 | 4.57 | -2.69 | 6.23 | 4.71 | 6.67 | 8.67 | 8.67 |
| SMALLCAP | 05/01/1998 | 0.84% | 27.851218 | 0.162286 | 10.14 | 14.31 | 11.92 | 4.79 | 8.85 | 5.53 | 5.53 |
| INTERNATIONAL EQUITY | |||||||||||
| DIVERSIFIED INTERNATIONAL | 05/02/1994 | 0.92% | 16.362023 | - 0.024294 | 11.67 | 15.24 | 6.96 | 2.82 | 4.33 | 4.86 | 4.86 |