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| 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 |
|||||||||||
| 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 |