The Pinnacle Value Fund
A Series of Bertolet Capital Trust
8000 Town Centre Drive, Suite 400
 Broadview Heights, OH 44147
Shareholder Services (877) 369-3705 x 115 Toll Free
(440) 922-0066
   

15 Year Historical Results & Distributions


             
 

Performance *

Distributions/Share
  PVFIX R2000 SP500  

LT Gain

ST Gain/Div

Total
2023 25.4% 16.9% 26.3%   $0.69

$0.33

 $1.02
2022 1.1% -20.6% -18.1%   $1.34

$0.16

 $1.50
2021 14.31% 14.8% 28.7%   $0.84

$0.36

 $1.20
2020 3.4% 20.0% 18.4%   $0.00

$0.00

 $0.00
2019 10.7% 25.5% 31.5%   $0.31

$0.03

 $0.34
2018 -11.8% -11.0% -4.4%   $0.49

$0.09

 $0.58
2017 -0.1% 14.6% 21.8%   $0.30

$0.17

 $0.47
2016 16.5% 21.4% 12%   $1.11

$0.00

 $1.11
2015 -6.0% -5.1% 1.4%   $1.39

$0.00

 $1.39
2014 4.8% 4.9% 14.7%   $1.04

$0.00

 $1.04
2013 16.6% 38.6% 32.0%   $1.09

$0.06

 $1.15
2012

18.9%

 16.3% 15.9%   $0.56 $0.00 $0.56
2011 -4.9% -4.2% 2.1%   $0.00 $0.00 $0.00
2010 13.5% 26.9% 15.1%   $0.00 $0.00 $0.00
2009 12.7% 27.1% 26.5%   $0.04 $0.00 $0.04
2008 -16.9% -33.8% -37.0%   $1.21 $0.26 $1.47
               
  * All returns include dividend reinvestment