Exhibit 99.1
Janus Investment Fund ("JIF")
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| | Lipper Rankings Based on Total Returns as of 12/31/08 | |
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| | 1-Year | | 3-Year | | 5-Year | | 10-Year | | Since PM Inception | |
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| | PM
Inception | | Lipper Category | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | |
|---|
Growth Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Twenty Fund(1) | | | Jan-08 | | Large-Cap Growth Funds | | | 65 | | | 522 / 803 | | | 1 | | | 5 / 679 | | | 1 | | | 2 / 567 | | | 18 | | | 49 / 274 | | | ‡ | |
Janus Fund | | | Oct-07 | | Large-Cap Growth Funds | | | 48 | | | 381 / 803 | | | 25 | | | 164 / 679 | | | 45 | | | 251 / 567 | | | 49 | | | 133 / 274 | | | 47 | | | 359 / 778 | |
Janus Orion Fund | | | Dec-07 | | Multi-Cap Growth Funds | | | 94 | | | 472 / 506 | | | 18 | | | 69 / 386 | | | 5 | | | 13 / 320 | | | — | | | — | | | 94 | | | 472 / 506 | |
Janus Research Fund | | | Jan-06 | | Large-Cap Growth Funds | | | 81 | | | 648 / 803 | | | 32 | | | 216 / 679 | | | 22 | | | 121 / 567 | | | 20 | | | 54 / 274 | | | 33 | | | 222 / 680 | |
Janus Enterprise Fund | | | Oct-07 | | Mid-Cap Growth Funds | | | 39 | | | 230 / 602 | | | 16 | | | 82 / 522 | | | 7 | | | 29 / 419 | | | 65 | | | 126 / 195 | | | 31 | | | 181 / 592 | |
Janus Venture Fund(1) | | | Jan-01 | | Small-Cap Growth Funds | | | 96 | | | 576 / 603 | | | 48 | | | 243 / 507 | | | 46 | | | 184 / 406 | | | 52 | | | 104 / 202 | | | 39 | | | 115 / 298 | |
Janus Triton Fund | | | Jun-06 | | Small-Cap Growth Funds | | | 37 | | | 221 / 603 | | | 6 | | | 26 / 507 | | | — | | | — | | | — | | | — | | | 2 | | | 10 / 526 | |
Core Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Contrarian Fund | | | Feb-00 | | Multi-Cap Core Funds | | | 96 | | | 751 / 787 | | | 22 | | | 135 / 640 | | | 2 | | | 8 / 455 | | | — | | | — | | | 14 | | | 32 / 228 | |
Janus Growth and Income Fund | | | Nov-07 | | Large-Cap Core Funds | | | 89 | | | 756 / 851 | | | 89 | | | 637 / 720 | | | 59 | | | 354 / 606 | | | 27 | | | 92 / 344 | | | 86 | | | 726 / 845 | |
Janus Balanced Fund | | | Apr-05 | | Mixed-Asset Target Alloc. Mod. Funds | | | 4 | | | 17 / 513 | | | 5 | | | 16 / 382 | | | 3 | | | 7 / 273 | | | 9 | | | 13 / 145 | | | 2 | | | 4 / 349 | |
Janus Fundamental Equity Fund | | | Nov-07 | | Large-Cap Core Funds | | | 91 | | | 771 / 851 | | | 81 | | | 581 / 720 | | | 25 | | | 148 / 606 | | | 15 | | | 50 / 344 | | | 85 | | | 714 / 845 | |
INTECH Risk-Managed Stock Fund | | | Feb-03 | | Multi-Cap Core Funds | | | 28 | | | 214 / 787 | | | 41 | | | 259 / 640 | | | 13 | | | 56 / 455 | | | — | | | — | | | 22 | | | 91 / 416 | |
Global/International Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Overseas Fund | | | Jun-03 | | International Funds | | | 96 | | | 1137 / 1189 | | | 10 | | | 81 / 865 | | | 2 | | | 9 / 701 | | | 11 | | | 37 / 360 | | | 2 | | | 10 / 659 | |
Janus Worldwide Fund | | | Jun-04 | | Global Funds | | | 76 | | | 355 / 471 | | | 80 | | | 288 / 359 | | | 94 | | | 271 / 290 | | | 93 | | | 131 / 140 | | | 87 | | | 258 / 296 | |
Janus Global Life Sciences Fund | | | Apr-07 | | Global Healthcare/Biotechnology Funds | | | 70 | | | 35 / 49 | | | 54 | | | 24 / 44 | | | 33 | | | 14 / 42 | | | 36 | | | 5 / 13 | | | 38 | | | 19 / 49 | |
Janus Global Technology Fund | | | Jan-06 | | Global Science & Technology Funds | | | 22 | | | 21 / 95 | | | 22 | | | 20 / 90 | | | 29 | | | 23 / 81 | | | 21 | | | 5 / 23 | | | 22 | | | 20 / 90 | |
Janus Global Research Fund | | | Feb-05 | | Global Funds | | | 79 | | | 372 / 471 | | | 28 | | | 100 / 359 | | | — | | | — | | | — | | | — | | | 10 | | | 31 / 321 | |
Janus Global Opportunities Fund | | | Jun-01 | | Global Funds | | | 24 | | | 112 / 471 | | | 47 | | | 168 / 359 | | | 61 | | | 176 / 290 | | | — | | | — | | | 16 | | | 32 / 205 | |
Value Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Perkins Mid Cap Value Fund—Inv(2) | | | Aug-98 | | Mid-Cap Value Funds | | | 3 | | | 9 / 353 | | | 4 | | | 9 / 285 | | | 3 | | | 6 / 212 | | | 3 | | | 2 / 73 | | | 2 | | | 1 / 65 | |
Perkins Small Cap Value Fund—Inv(1,2) | | | Feb-97 | | Small-Cap Core Funds | | | 1 | | | 6 / 775 | | | 4 | | | 23 / 616 | | | 12 | | | 56 / 487 | | | 10 | | | 22 / 221 | | | 5 | | | 5 / 123 | |
Income Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Flexible Bond Fund | | | May-07 | | Intermediate Investment Grade Debt | | | 7 | | | 39 / 571 | | | 6 | | | 24 / 467 | | | 8 | | | 29 / 394 | | | 17 | | | 34 / 199 | | | 10 | | | 52 / 533 | |
Janus High-Yield Fund | | | Dec-03 | | High Current Yield Funds | | | 12 | | | 55 / 466 | | | 9 | | | 34 / 396 | | | 11 | | | 35 / 334 | | | 9 | | | 17 / 201 | | | 11 | | | 35 / 334 | |
Janus Short-Term Bond Fund | | | May-07 | | Short Investment Grade Debt | | | 4 | | | 9 / 260 | | | 2 | | | 4 / 213 | | | 3 | | | 4 / 178 | | | 6 | | | 5 / 85 | | | 6 | | | 13 / 258 | |
Asset Allocation Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Janus Smart Portfolio—Growth | | | Dec-05 | | Mixed-Asset Target Alloc. Growth Funds | | | 84 | | | 575 / 689 | | | 19 | | | 102 / 553 | | | — | | | — | | | — | | | — | | | 19 | | | 103 / 548 | |
Janus Smart Portfolio—Moderate | | | Dec-05 | | Mixed-Asset Target Alloc. Mod. Funds | | | 50 | | | 252 / 513 | | | 14 | | | 50 / 382 | | | — | | | — | | | — | | | — | | | 14 | | | 50 / 382 | |
Janus Smart Portfolio—Conservative | | | Dec-05 | | Mixed-Asset Target Alloc. Cons. Funds | | | 41 | | | 176 / 431 | | | 11 | | | 33 / 321 | | | — | | | — | | | — | | | — | | | 11 | | | 33 / 321 | |
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| Data presented reflects past performance, which is no guarantee of future results. Strong rankings and/or relative performance are not indicative of positive fund performance. Absolute performance for most funds was negative. |
Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus containing this and other information, please call JCG at 1-800-525-3713 or download the file from www.janus.com. Read it carefully before you invest or send money. |
Lipper, a wholly-owned subsidiary of Reuters, provides independent insight on global collective investments including mutual funds, retirement funds, hedge funds, fund fees and expenses to the asset management and media communities. Lipper ranks the performance of mutual funds within a classification of funds that have similar investment objectives. Rankings are historical with capital gains and dividends reinvested and do not include the effect of loads. If an expense waiver was in effect, it may have had a material effect on the total return or yield for the period. |
Data presented reflects past performance, which is no guarantee of future results. |
Notes: |
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(1) |
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Closed to new investors. |
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(2) |
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Ranking is for the investor share class only; other classes may have different performance characteristics. |
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‡ |
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In accordance with FINRA regulations, Lipper rankings cannot be publicly disclosed for time periods of less than one year. |
Janus Adviser Series ("JAD") Class S Shares
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| |
| | Lipper Rankings Based on Total Returns as of 12/31/08 | |
|---|
| |
| |
| | 1-Year | | 3-Year | | 5-Year | | 10-Year | | Since PM Inception | |
|---|
| | PM
Inception | | Lipper Category | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | |
|---|
Growth Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Forty Fund | | | Jan-08 | | Large-Cap Growth Funds | | | 79 | | | 628 / 803 | | | 5 | | | 30 / 679 | | | 2 | | | 9 / 567 | | | 2 | | | 5 / 274 | | | ‡ | |
Mid Cap Growth Fund | | | Oct-07 | | Mid-Cap Growth Funds | | | 24 | | | 143 / 602 | | | 10 | | | 49 / 522 | | | 5 | | | 18 / 419 | | | 64 | | | 124 / 195 | | | 19 | | | 112 / 592 | |
Large Cap Growth Fund | | | Oct-07 | | Large-Cap Growth Funds | | | 46 | | | 362 / 803 | | | 30 | | | 198 / 679 | | | 50 | | | 281 / 567 | | | 43 | | | 117 / 274 | | | 44 | | | 339 / 778 | |
INTECH Risk-Managed Growth Fund | | | Jan-03 | | Multi-Cap Growth Funds | | | 60 | | | 303 / 506 | | | 73 | | | 281 / 386 | | | 69 | | | 221 / 320 | | | — | | | — | | | 79 | | | 237 / 300 | |
Orion Fund | | | Dec-07 | | Mid-Cap Growth Funds | | | 76 | | | 455 / 602 | | | 14 | | | 70 / 522 | | | — | | | — | | | — | | | — | | | 76 | | | 455 / 602 | |
Small-Mid Growth Fund | | | Jun-06 | | Small-Cap Growth Funds | | | 44 | | | 260 / 603 | | | 6 | | | 29 / 507 | | | — | | | — | | | — | | | — | | | 4 | | | 21 / 526 | |
Core Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Balanced Fund | | | Apr-05 | | Mixed-Asset Target Alloc. Mod. Funds | | | 3 | | | 13 / 513 | | | 4 | | | 15 / 382 | | | 4 | | | 9 / 273 | | | 7 | | | 9 / 145 | | | 1 | | | 3 / 349 | |
Growth and Income Fund | | | Nov-07 | | Large-Cap Core Funds | | | 94 | | | 800 / 851 | | | 95 | | | 683 / 720 | | | 78 | | | 468 / 606 | | | 18 | | | 60 / 344 | | | 92 | | | 773 / 845 | |
Fundamental Equity Fund | | | Nov-07 | | Large-Cap Core Funds | | | 90 | | | 764 / 851 | | | 81 | | | 578 / 720 | | | 26 | | | 153 / 606 | | | 16 | | | 52 / 344 | | | 87 | | | 733 / 845 | |
Small Company Value Fund | | | Mar-02 | | Small-Cap Core Funds | | | 34 | | | 261 / 775 | | | 32 | | | 196 / 616 | | | 40 | | | 195 / 487 | | | — | | | — | | | 25 | | | 98 / 404 | |
INTECH Risk-Managed Core Fund | | | Jan-03 | | Multi-Cap Core Funds | | | 23 | | | 180 / 787 | | | 38 | | | 239 / 640 | | | 11 | | | 48 / 455 | | | — | | | — | | | 18 | | | 71 / 407 | |
Contrarian Fund | | | Aug-05 | | Multi-Cap Core Funds | | | 97 | | | 763 / 787 | | | 55 | | | 350 / 640 | | | — | | | — | | | — | | | — | | | 26 | | | 154 / 596 | |
Global/International/ Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
International Growth Fund | | | Jun-03 | | International Funds | | | 87 | | | 1034 / 1189 | | | 3 | | | 23 / 865 | | | 1 | | | 3 / 701 | | | 8 | | | 26 / 360 | | | 1 | | | 4 / 659 | |
Worldwide Fund | | | Jun-04 | | Global Funds | | | 74 | | | 345 / 471 | | | 82 | | | 292 / 359 | | | 95 | | | 274 / 290 | | | 90 | | | 126 / 140 | | | 88 | | | 261 / 296 | |
International Equity Fund | | | Nov-06 | | International Funds | | | 63 | | | 743 / 1189 | | | — | | | — | | | — | | | — | | | — | | | — | | | 28 | | | 279 / 1001 | |
INTECH Risk-Managed International Fund | | | May-07 | | International Funds | | | 29 | | | 337 / 1189 | | | — | | | — | | | — | | | — | | | — | | | — | | | 31 | | | 338 / 1096 | |
Global Research Fund | | | Nov-07 | | Global Funds | | | 73 | | | 341 / 471 | | | — | | | — | | | — | | | — | | | — | | | — | | | 66 | | | 303 / 464 | |
Value Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Perkins Mid Cap Value Fund | | | Dec-02 | | Mid-Cap Value Funds | | | 3 | | | 10 / 353 | | | 4 | | | 10 / 285 | | | 4 | | | 7 / 212 | | | — | | | — | | | 8 | | | 14 / 196 | |
INTECH Risk-Managed Value Fund | | | Dec-05 | | Multi-Cap Value Funds | | | 28 | | | 107 / 389 | | | 36 | | | 108 / 307 | | | — | | | — | | | — | | | — | | | 36 | | | 108 / 307 | |
Alternative Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Long/Short Fund | | | Aug-06 | | Long/Short Equity Funds | | | 30 | | | 29 / 96 | | | — | | | — | | | — | | | — | | | — | | | — | | | 18 | | | 9 / 49 | |
Global Real Estate Fund | | | Nov-07 | | Global Real Estate Funds | | | 5 | | | 4 / 84 | | | — | | | — | | | — | | | — | | | — | | | — | | | 5 | | | 4 / 82 | |
Income Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Flexible Bond Fund | | | May-07 | | Intermediate Investment Grade Debt | | | 5 | | | 23 / 571 | | | 7 | | | 30 / 467 | | | 10 | | | 39 / 394 | | | 16 | | | 32 / 199 | | | 8 | | | 40 / 533 | |
Floating Rate High Income Fund | | | May-07 | | Loan Participation Funds | | | 11 | | | 9 / 81 | | | — | | | — | | | — | | | — | | | — | | | — | | | 13 | | | 9 / 70 | |
High-Yield Fund | | | Aug-05 | | High Current Yield | | | 8 | | | 37 / 466 | | | 8 | | | 28 / 396 | | | — | | | — | | | — | | | — | | | 8 | | | 30 / 381 | |
Rankings are for the Class S Share class only; other classes may have different performance characteristics.
Note:
- ‡
- In accordance with FINRA regulations, Lipper rankings cannot be publicly disclosed for time periods of less than one year.
Janus Aspen Series ("JAS") Institutional Shares
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| | Lipper Rankings Based on Total Returns as of 12/31/08 | |
|---|
| |
| |
| | 1-Year | | 3-Year | | 5-Year | | 10-Year | | Since PM Inception | |
|---|
| | PM
Inception | | Lipper Category | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | | Percentile
Rank (%) | | Rank/
Total Funds | |
|---|
Growth Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Forty Portfolio | | | Jan-08 | | VA Large-Cap Growth | | | 81 | | | 182 / 224 | | | 2 | | | 4 / 203 | | | 2 | | | 2 / 189 | | | 2 | | | 1 / 70 | | | ‡ | |
Large Cap Growth Portfolio | | | Oct-07 | | VA Large-Cap Growth | | | 32 | | | 72 / 224 | | | 9 | | | 17 / 203 | | | 39 | | | 73 / 189 | | | 55 | | | 39 / 70 | | | 29 | | | 62 / 220 | |
Mid Cap Growth Portfolio | | | Oct-07 | | VA Mid-Cap Growth | | | 40 | | | 57 / 143 | | | 16 | | | 20 / 132 | | | 9 | | | 10 / 118 | | | 56 | | | 24 / 42 | | | 25 | | | 36 / 143 | |
Core Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Balanced Portfolio | | | Apr-05 | | VA Mixed-Asset Target Alloc. Mod. | | | 7 | | | 10 / 157 | | | 4 | | | 4 / 110 | | | 4 | | | 3 / 75 | | | 9 | | | 4 / 45 | | | 1 | | | 1 / 99 | |
Growth and Income Portfolio | | | Nov-07 | | VA Large-Cap Core | | | 82 | | | 188 / 229 | | | 81 | | | 170 / 211 | | | 52 | | | 96 / 185 | | | 12 | | | 9 / 80 | | | 76 | | | 174 / 230 | |
Fundamental Equity Portfolio | | | Nov-07 | | VA Large-Cap Core | | | 88 | | | 201 / 229 | | | 74 | | | 156 / 211 | | | 24 | | | 44 / 185 | | | 13 | | | 10 / 80 | | | 82 | | | 189 / 230 | |
Global/International Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Worldwide Growth Portfolio | | | Jun-04 | | VA Global | | | 78 | | | 83 / 106 | | | 80 | | | 66 / 82 | | | 95 | | | 69 / 72 | | | 84 | | | 31 / 36 | | | 90 | | | 70 / 77 | |
International Growth Portfolio | | | Jun-03 | | VA International | | | 93 | | | 234 / 251 | | | 7 | | | 15 / 217 | | | 2 | | | 2 / 195 | | | 7 | | | 6 / 96 | | | 2 | | | 2 / 193 | |
Global Life Sciences Portfolio | | | Oct-04 | | VA Health/Biotechnology | | | 70 | | | 25 / 35 | | | 9 | | | 3 / 33 | | | 11 | | | 3 / 28 | | | — | | | — | | | 7 | | | 2 / 32 | |
Global Technology Portfolio | | | Jan-06 | | VA Science & Technology | | | 26 | | | 15 / 57 | | | 25 | | | 13 / 53 | | | 20 | | | 10 / 50 | | | — | | | — | | | 25 | | | 13 / 53 | |
Value Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Perkins Mid Cap Value Portfolio | | | May-03 | | VA Mid-Cap Value | | | 3 | | | 2 / 83 | | | 2 | | | 1 / 74 | | | 4 | | | 2 / 62 | | | — | | | — | | | 4 | | | 2 / 61 | |
Income Funds | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
Flexible Bond Portfolio | | | May-07 | | VA Intermediate Investment Grade Debt | | | 4 | | | 2 / 64 | | | 9 | | | 5 / 57 | | | 11 | | | 6 / 54 | | | 8 | | | 2 / 25 | | | 16 | | | 10 / 64 | |
Rankings are for the Institutional Shares only; other classes may have different performance characteristics.
Note:
- ‡
- In accordance with FINRA regulations, Lipper rankings cannot be publicly disclosed for time periods of less than one year.
Data presented reflects past performance, which is no guarantee of future results.
