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
   

 Current Year Performance


Data as of 7/13/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.97 0.06 0.34 %
Russell 2000* $2,953.17 -24.64 -0.83 %
S&P 500 Index* $7,515.34 -60.05 -0.79 %


Month to Date Performance
Pinnacle Value Fund $17.97 0.26 1.47 %
Russell 2000* $2,953.17 -71.20 -2.35 %
S&P 500 Index* $7,515.34 15.98 0.21 %


Year to Date Performance
Pinnacle Value Fund $17.97 2.04 12.81 %
Russell 2000* $2,953.17 471.26 18.99 %
S&P 500 Index* $7,515.34 669.84 9.79 %





* Return does not include reinvestment of dividends.