Variable annuities are long term investments and thus are not suitable for everyone; earnings grow tax-deferred.
The initial offering of The Principal® Lifetime Income Solutions was May 21, 2011. 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® Lifetime Income Solutions was available for the periods shown. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data shown.
The return and principal value of an investment in any subaccount 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, including a contingent deferred surrender charge (which declines from a maximum of 6%) but excluding any additional charges for riders.
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.
An investment in the Fidelity VIP Government Money Market subaccount is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. You could lose money by investing in the subaccounts. Although the subaccount seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The subaccounts sponsor has no legal obligation to provide financial support to the subaccount, and you should not expect that the sponsor will provide financial support to the subaccount at any time. The current yield reflects the current earnings of the fund, while the total return refers to a specific past holding period. The 7-Day Yield is the average income return over the previous seven days, assuming the rate stays the same for one year. It is the Fund's total income net of expenses, divided by the total number of outstanding shares and includes any applicable waiver or reimbursement.
The Money Market Subaccount is only available to contract owners in the state of California, and only during the free look period.
Principal® Lifetime Income Solutions Monthly Performance Update |
Performance Including Surrender Charges Average Annual Total Returns % as of 11/30/2023 |
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Subaccount | Subaccount Inception Date |
Total Expenses |
Unit Value (UV) as of 12/08/2023 |
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% | 9.978029 | 0.001017 | -2.88 | -2.68 | -1.16 | -0.36 | n/a | n/a | -0.06 |
Current 7-day yield % 5.12 As of 11/30/2023 |
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BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 14.465043 | - 0.000555 | 0.74 | -2.49 | -1.88 | 3.26 | 3.61 | 3.68 | 3.68 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 16.137019 | 0.012664 | 2.84 | -1.13 | -0.03 | 4.61 | 4.75 | 4.85 | 4.85 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 19.975046 | - 0.000766 | 1.42 | -1.92 | -1.55 | 3.64 | 3.97 | 5.00 | 5.00 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 23.760923 | 0.013301 | 3.64 | -0.52 | 0.37 | 5.07 | 5.19 | 6.31 | 6.31 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 14.747246 | - 0.024803 | -0.87 | -3.47 | -3.49 | 2.11 | 2.70 | 3.28 | 3.28 |
Principal® Lifetime Income Solutions Monthly Performance Update |
Performance Excluding Surrender Charges Average Annual Total Returns % as of 11/30/2023 |
||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Subaccount | Portfolio Inception Date |
Total Expenses |
Unit Value (UV) as of 12/08/2023 |
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% | 9.978029 | 0.001017 | 3.12 | 3.32 | 0.52 | 0.24 | -0.36 | 2.39 | -0.06 |
Current 7-day yield % 5.12 As of 11/30/2023 |
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BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 14.465043 | - 0.000555 | 6.74 | 3.51 | -0.18 | 3.78 | 3.61 | 3.68 | 3.68 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 16.137019 | 0.012664 | 8.84 | 4.87 | 1.61 | 5.11 | 4.75 | 4.85 | 4.85 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 19.975046 | - 0.000766 | 7.42 | 4.08 | 0.14 | 4.16 | 3.97 | 5.00 | 5.00 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 23.760923 | 0.013301 | 9.64 | 5.48 | 2.00 | 5.56 | 5.19 | 6.31 | 6.31 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 14.747246 | - 0.024803 | 5.13 | 2.53 | -1.73 | 2.66 | 2.70 | 3.28 | 3.28 |