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Principal® Lifetime Income Solutions Quarterly Performance Update |
Performance Including Surrender Charges Average Annual Total Returns % as of 12/31/2022 |
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Subaccount | Subaccount Inception Date |
Total Expenses |
Unit Value (UV) as of 03/23/2023 |
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 | 0.23% | 9.728725 | 0.000841 | -5.99 | -5.99 | -2.56 | -0.96 | n/a | n/a | -0.51 |
Current 7-day yield % 4.34 As of 02/28/2023 |
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BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 13.742213 | 0.023754 | -21.83 | -21.83 | -1.43 | 1.62 | n/a | 3.31 | 3.31 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 15.020638 | 0.024294 | -22.32 | -22.32 | -0.15 | 2.69 | n/a | 4.38 | 4.38 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 18.901835 | 0.039695 | -22.30 | -22.30 | -1.16 | 1.88 | 4.29 | 4.78 | 4.78 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 22.004693 | 0.038712 | -22.89 | -22.89 | 0.17 | 2.95 | 5.71 | 6.02 | 6.02 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 14.273218 | 0.034043 | -21.74 | -21.74 | -2.58 | 0.69 | 2.82 | 3.08 | 3.08 |
Principal® Lifetime Income Solutions Quarterly Performance Update |
Performance Excluding Surrender Charges Average Annual Total Returns % as of 12/31/2022 |
||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Subaccount | Portfolio Inception Date |
Total Expenses |
Unit Value (UV) as of 03/23/2023 |
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 | 0.23% | 9.728725 | 0.000841 | 0.01 | 0.01 | -0.83 | -0.35 | -0.79 | 2.37 | -0.51 |
Current 7-day yield % 4.34 As of 02/28/2023 |
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BALANCED/ASSET ALLOCATION | |||||||||||
DIV BALNCD MNGD VOLATILTY | 10/31/2013 | 0.57% | 13.742213 | 0.023754 | -15.83 | -15.83 | 0.26 | 2.18 | n/a | 3.31 | 3.31 |
DIV GROWTH MNGD VOLATILTY | 10/31/2013 | 0.60% | 15.020638 | 0.024294 | -16.32 | -16.32 | 1.50 | 3.22 | n/a | 4.38 | 4.38 |
DIVERSIFIED BALANCED | 12/30/2009 | 0.49% | 18.901835 | 0.039695 | -16.30 | -16.30 | 0.52 | 2.43 | 4.29 | 4.78 | 4.78 |
DIVERSIFIED GROWTH | 12/30/2009 | 0.51% | 22.004693 | 0.038712 | -16.89 | -16.89 | 1.80 | 3.48 | 5.71 | 6.02 | 6.02 |
DIVERSIFIED INCOME | 05/15/2012 | 0.47% | 14.273218 | 0.034043 | -15.74 | -15.74 | -0.85 | 1.27 | 2.82 | 3.08 | 3.08 |