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Variable Annuity Rates and Performance
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Principal® Pivot Series Variable Annuity (Applications signed May 1, 2018 and later)
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Principal® Pivot Series Variable Annuity (Applications signed May 1, 2018 and later) 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
220
Results as of 11/30/2024
Monthly
Quarterly
Division
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YTD
returns
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1 yr
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3 yr
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5 yr
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10 yr
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Since
Portfolio
Inception *
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Since
Division
Inception *
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Inception Date
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Filterable content (hidden)
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Fidelity Freedom 2020
Asset Class - Balanced/Asset Allocation
3.31
7.90
-0.50
5.07
n/a
n/a
5.60
4/26/2005
Fidelity Freedom 2020
Asset Class - Balanced/Asset Allocation
9.31
13.90
1.16
5.07
5.08
5.40
5.60
4/26/2005
LVIP AmCent Value
Asset Class - Large U.S. Equity
15.03
21.04
9.42
9.63
7.82
8.07
12.34
5/1/1996
LVIP AmCent Value
Asset Class - Large U.S. Equity
n/a
n/a
n/a
n/a
n/a
n/a
6.34
5/1/1996
LifeTime 2040
Asset Class - Balanced/Asset Allocation
14.71
20.60
4.28
8.12
7.13
6.68
6.68
8/30/2004
LifeTime 2040
Asset Class - Balanced/Asset Allocation
8.71
14.60
2.72
8.12
7.13
6.68
6.68
8/30/2004
LargeCap Buffer July
Asset Class - Large U.S. Equity
19.12
23.18
n/a
n/a
n/a
15.55
15.55
6/29/2022
LargeCap Buffer July
Asset Class - Large U.S. Equity
13.12
17.18
n/a
n/a
n/a
13.85
13.85
6/29/2022
Fidelity Gov Money Market
Asset Class - Short-Term Fixed Income
Current 7-day yield % 4.16 As of 11/30/2024
-2.27
-1.92
1.05
1.34
n/a
n/a
1.24
1/12/2000
Fidelity Gov Money Market
Asset Class - Short-Term Fixed Income
Current 7-day yield % 4.16 As of 11/30/2024
3.73
4.08
2.66
1.34
0.60
0.88
1.24
1/12/2000
220
Results as of 12/24/2024
Division
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Unit Value (UV)
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Daily Change in UV
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Â
Total Expenses
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Â
Filterable content (hidden)
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Fidelity Freedom 2020
Asset Class - Balanced/Asset Allocation
13.254669
0.041542
0.75%
Fidelity Freedom 2020
Asset Class - Balanced/Asset Allocation
13.254669
0.041542
0.75%
LVIP AmCent Value
Asset Class - Large U.S. Equity
16.746667
0.101592
n/a
LVIP AmCent Value
Asset Class - Large U.S. Equity
16.746667
0.101592
n/a
LifeTime 2040
Asset Class - Balanced/Asset Allocation
15.592786
0.093874
0.64%
LifeTime 2040
Asset Class - Balanced/Asset Allocation
15.592786
0.093874
0.64%
LargeCap Buffer July
Asset Class - Large U.S. Equity
14.221214
0.122398
0.98%
LargeCap Buffer July
Asset Class - Large U.S. Equity
14.221214
0.122398
0.98%
Fidelity Gov Money Market
Asset Class - Short-Term Fixed Income
Current 7-day yield % 4.16 As of 11/30/2024
10.887185
0.000976
0.48%
Fidelity Gov Money Market
Asset Class - Short-Term Fixed Income
Current 7-day yield % 4.16 As of 11/30/2024
10.887185
0.000976
0.48%
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