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Variable Annuity Rates and Performance
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Principal® Variable Annuity
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Principal® Variable Annuity Performance Update
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Short-Term Fixed Income
Fixed Income
Balanced/Asset Allocation
Large U.S. Equity
Small/Mid U.S. Equity
International Equity
Specialty
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Full Surrender Charges
Excluding
Including
Performance
Pricing
201
Results as of 3/31/2025
Monthly
Quarterly
Division
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YTD
returns
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Â
1 yr
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Â
3 yr
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5 yr
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10 yr
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Â
Since
Portfolio
Inception *
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Since
Division
Inception *
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Â
Inception Date
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Filterable content (hidden)
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Â
AFIS New World
Asset Class - International Equity
-4.69
-4.32
0.02
8.67
4.69
n/a
3.63
6/17/1999
AFIS New World
Asset Class - International Equity
1.31
1.68
1.66
9.10
4.69
6.06
3.63
6/17/1999
AFIS Growth Income
Asset Class - Large U.S. Equity
n/a
n/a
n/a
n/a
n/a
n/a
1.62
4/30/1997
AFIS Growth Income
Asset Class - Large U.S. Equity
-3.38
7.43
8.84
15.84
10.20
6.32
7.62
4/30/1997
Invesco Small Cap Equity
Asset Class - Small/Mid U.S. Equity
-13.25
-5.87
1.05
15.22
5.39
n/a
5.72
8/29/2003
Invesco Small Cap Equity
Asset Class - Small/Mid U.S. Equity
-7.25
0.13
2.65
15.56
5.39
7.03
5.72
8/29/2003
Diversified Balance
Asset Class - Balanced/Asset Allocation
-0.55
4.01
2.66
6.65
4.66
5.53
5.53
12/30/2009
Diversified Balance
Asset Class - Balanced/Asset Allocation
-6.55
-1.99
1.05
6.18
4.66
5.53
5.53
12/30/2009
Equity Income
Asset Class - Large U.S. Equity
-5.70
0.24
3.40
13.28
8.04
7.39
7.39
4/28/1998
Equity Income
Asset Class - Large U.S. Equity
0.30
6.24
4.94
13.64
8.04
7.39
7.39
4/28/1998
201
Results as of 4/23/2025
Division
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Â
Unit Value (UV)
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Â
Daily Change in UV
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Â
Total Expenses
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Â
Filterable content (hidden)
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Â
AFIS New World
Asset Class - International Equity
14.7283
0.203896
0.82%
AFIS New World
Asset Class - International Equity
14.7283
0.203896
0.82%
AFIS Growth Income
Asset Class - Large U.S. Equity
10.256274
0.166745
n/a
AFIS Growth Income
Asset Class - Large U.S. Equity
10.256274
0.166745
n/a
Invesco Small Cap Equity
Asset Class - Small/Mid U.S. Equity
39.347868
0.722705
0.95%
Invesco Small Cap Equity
Asset Class - Small/Mid U.S. Equity
39.347868
0.722705
0.95%
Diversified Balance
Asset Class - Balanced/Asset Allocation
14.585994
0.10971
0.24%
Diversified Balance
Asset Class - Balanced/Asset Allocation
14.585994
0.10971
0.24%
Equity Income
Asset Class - Large U.S. Equity
167.935994
3.815446
0.48%
Equity Income
Asset Class - Large U.S. Equity
167.935994
3.815446
0.48%
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