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 6/20/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $15.71 -0.06 -0.38 %
Russell 2000* $2,109.26 -3.70 -0.18 %
S&P 500 Index* $5,967.84 -13.03 -0.22 %


Month to Date Performance
Pinnacle Value Fund $15.71 0.26 1.68 %
Russell 2000* $2,109.26 42.98 2.08 %
S&P 500 Index* $5,967.84 56.15 0.95 %


Year to Date Performance
Pinnacle Value Fund $15.71 -0.73 -4.44 %
Russell 2000* $2,109.26 -120.89 -5.42 %
S&P 500 Index* $5,967.84 86.21 1.47 %





* Return does not include reinvestment of dividends.