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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
This is the label
Full Surrender Charges
Excluding
Including
Performance
Pricing
220
Results as of 1/31/2025
Monthly
Quarterly
Division
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YTD
returns
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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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Â
Filterable content (hidden)
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Â
TOPS Growth ETF
Asset Class - Balanced/Asset Allocation
-3.37
7.81
2.81
7.32
n/a
n/a
6.15
7/22/2015
TOPS Growth ETF
Asset Class - Balanced/Asset Allocation
2.63
13.81
4.36
7.32
n/a
6.43
6.15
7/22/2015
AFIS Asset Allocation
Asset Class - Balanced/Asset Allocation
2.75
17.38
6.28
7.86
7.70
7.32
7.86
8/1/1989
AFIS Asset Allocation
Asset Class - Balanced/Asset Allocation
-3.25
11.38
4.78
7.86
n/a
n/a
7.86
8/1/1989
EQ 1290 Socially Respons
Asset Class - Large U.S. Equity
-4.50
14.41
7.21
12.96
n/a
n/a
13.78
8/31/1999
EQ 1290 Socially Respons
Asset Class - Large U.S. Equity
1.50
20.41
8.64
12.96
11.78
5.76
13.78
8/31/1999
Invesco Health Care
Asset Class - Specialty
7.53
7.53
3.42
4.76
4.98
6.81
7.54
4/30/2004
Invesco Health Care
Asset Class - Specialty
1.53
1.53
1.84
4.76
n/a
n/a
7.54
4/30/2004
Neuberger Berman MdCp Gro
Asset Class - Small/Mid U.S. Equity
0.83
21.85
6.09
10.67
n/a
n/a
10.98
11/3/1997
Neuberger Berman MdCp Gro
Asset Class - Small/Mid U.S. Equity
6.83
27.85
7.55
10.67
10.30
8.88
10.98
11/3/1997
220
Results as of 2/21/2025
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
TOPS Growth ETF
Asset Class - Balanced/Asset Allocation
14.88535
-0.186713
0.80%
TOPS Growth ETF
Asset Class - Balanced/Asset Allocation
14.88535
-0.186713
0.80%
AFIS Asset Allocation
Asset Class - Balanced/Asset Allocation
16.65158
-0.172739
0.80%
AFIS Asset Allocation
Asset Class - Balanced/Asset Allocation
16.65158
-0.172739
0.80%
EQ 1290 Socially Respons
Asset Class - Large U.S. Equity
20.533488
-0.404464
0.90%
EQ 1290 Socially Respons
Asset Class - Large U.S. Equity
20.533488
-0.404464
0.90%
Invesco Health Care
Asset Class - Specialty
16.202331
-0.240241
1.22%
Invesco Health Care
Asset Class - Specialty
16.202331
-0.240241
1.22%
Neuberger Berman MdCp Gro
Asset Class - Small/Mid U.S. Equity
19.236478
-0.767897
1.11%
Neuberger Berman MdCp Gro
Asset Class - Small/Mid U.S. Equity
19.236478
-0.767897
1.11%
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