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Principal® Lifetime Income Solutions Monthly Performance Update |
Performance Including Surrender Charges Average Annual Total Returns % as of 02/29/2024 |
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Subaccount | Subaccount Inception Date |
Total Expenses |
Unit Value (UV) as of 03/27/2024 |
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% | 10.090402 | 0.001037 | -5.39 | -2.40 | -0.72 | -0.21 | n/a | n/a | 0.05 |
Current 7-day yield % 5.07 As of 02/29/2024 |
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BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 15.450353 | 0.101482 | -4.55 | 4.88 | -0.57 | 4.02 | 4.04 | 4.17 | 4.17 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 17.497493 | 0.131595 | -3.57 | 7.75 | 1.25 | 5.69 | 5.28 | 5.45 | 5.45 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 21.406632 | 0.143537 | -4.37 | 5.59 | -0.21 | 4.46 | 4.40 | 5.36 | 5.36 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 25.868556 | 0.182989 | -3.33 | 8.71 | 1.68 | 6.22 | 5.73 | 6.76 | 6.76 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 15.553976 | 0.071809 | -5.39 | 2.59 | -2.12 | 2.64 | 3.02 | 3.64 | 3.64 |
Principal® Lifetime Income Solutions Monthly Performance Update |
Performance Excluding Surrender Charges Average Annual Total Returns % as of 02/29/2024 |
||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Subaccount | Portfolio Inception Date |
Total Expenses |
Unit Value (UV) as of 03/27/2024 |
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% | 10.090402 | 0.001037 | 0.61 | 3.60 | 0.94 | 0.39 | -0.23 | 2.40 | 0.05 |
Current 7-day yield % 5.07 As of 02/29/2024 |
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BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 15.450353 | 0.101482 | 1.45 | 10.88 | 1.09 | 4.52 | 4.04 | 4.17 | 4.17 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 17.497493 | 0.131595 | 2.43 | 13.75 | 2.85 | 6.17 | 5.28 | 5.45 | 5.45 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 21.406632 | 0.143537 | 1.63 | 11.59 | 1.43 | 4.96 | 4.40 | 5.36 | 5.36 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 25.868556 | 0.182989 | 2.67 | 14.71 | 3.27 | 6.69 | 5.73 | 6.76 | 6.76 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 15.553976 | 0.071809 | 0.61 | 8.59 | -0.41 | 3.18 | 3.02 | 3.64 | 3.64 |