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 1/21/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.70 0.24 1.46 %
Russell 2000* $2,698.17 52.81 2.00 %
S&P 500 Index* $6,875.62 78.76 1.16 %


Month to Date Performance
Pinnacle Value Fund $16.70 0.77 4.83 %
Russell 2000* $2,698.17 216.27 8.71 %
S&P 500 Index* $6,875.62 30.12 0.44 %


Year to Date Performance
Pinnacle Value Fund $16.70 0.77 4.83 %
Russell 2000* $2,698.17 216.27 8.71 %
S&P 500 Index* $6,875.62 30.12 0.44 %





* Return does not include reinvestment of dividends.