Export to Excel
Principal® Lifetime Income Solutions Quarterly Performance Update |
Performance Including Surrender Charges Average Annual Total Returns % as of 12/31/2023 |
||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Subaccount | Subaccount Inception Date |
Total Expenses |
Unit Value (UV) as of 03/28/2024 |
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% | 10.091439 | 0.001037 | -2.58 | -2.58 | -1.02 | -0.31 | n/a | n/a | -0.02 |
Current 7-day yield % 5.07 As of 02/29/2024 |
|||||||||||
BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 15.449760 | - 0.000593 | 5.50 | 5.50 | -1.10 | 4.92 | 4.00 | 4.09 | 4.09 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 17.496822 | - 0.000671 | 7.97 | 7.97 | 0.63 | 6.69 | 5.12 | 5.29 | 5.29 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 21.405811 | - 0.000821 | 6.26 | 6.26 | -0.78 | 5.37 | 4.36 | 5.30 | 5.30 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 25.881715 | 0.013159 | 8.95 | 8.95 | 1.03 | 7.25 | 5.57 | 6.63 | 6.63 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 15.553379 | - 0.000597 | 3.63 | 3.63 | -2.60 | 3.42 | 3.10 | 3.63 | 3.63 |
Principal® Lifetime Income Solutions Quarterly Performance Update |
Performance Excluding Surrender Charges Average Annual Total Returns % as of 12/31/2023 |
||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Subaccount | Portfolio Inception Date |
Total Expenses |
Unit Value (UV) as of 03/28/2024 |
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% | 10.091439 | 0.001037 | 3.42 | 3.42 | 0.66 | 0.29 | -0.31 | 2.39 | -0.02 |
Current 7-day yield % 5.07 As of 02/29/2024 |
|||||||||||
BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 15.449760 | - 0.000593 | 11.50 | 11.50 | 0.57 | 5.41 | 4.00 | 4.09 | 4.09 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 17.496822 | - 0.000671 | 13.97 | 13.97 | 2.25 | 7.15 | 5.12 | 5.29 | 5.29 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 21.405811 | - 0.000821 | 12.26 | 12.26 | 0.88 | 5.86 | 4.36 | 5.30 | 5.30 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 25.881715 | 0.013159 | 14.95 | 14.95 | 2.64 | 7.70 | 5.57 | 6.63 | 6.63 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 15.553379 | - 0.000597 | 9.63 | 9.63 | -0.87 | 3.94 | 3.10 | 3.63 | 3.63 |