When looking at the portfolios I have been tracking since May 1st, the best individual funds are Emerging Markets funds, by a wide margin. Natural Resources as a Sector were the next best. I did not include Natural Resources as a category/sector in the hypothetical portfolios I created, but it shows up here because I actually own it. Foreign funds have also done very well, but Janus Overseas makes the top 5 here because it invests in Emerging Markets as well. When Emerging Markets tank, JAOSX will likely tumble right along with them.
The worst performers were Real Estate and Financial/Value stocks.