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 7/24/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.91 0.03 0.17 %
Russell 2000* $2,930.00 -10.16 -0.35 %
S&P 500 Index* $7,411.98 3.68 0.05 %


Month to Date Performance
Pinnacle Value Fund $17.91 0.20 1.13 %
Russell 2000* $2,930.00 -94.37 -3.12 %
S&P 500 Index* $7,411.98 -87.38 -1.17 %


Year to Date Performance
Pinnacle Value Fund $17.91 1.98 12.43 %
Russell 2000* $2,930.00 448.09 18.05 %
S&P 500 Index* $7,411.98 566.48 8.28 %





* Return does not include reinvestment of dividends.