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 6/23/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.66 -0.04 -0.23 %
Russell 2000* $2,975.48 -28.92 -0.96 %
S&P 500 Index* $7,365.46 -107.33 -1.44 %


Month to Date Performance
Pinnacle Value Fund $17.66 0.32 1.85 %
Russell 2000* $2,975.48 56.14 1.92 %
S&P 500 Index* $7,365.46 -214.60 -2.83 %


Year to Date Performance
Pinnacle Value Fund $17.66 1.73 10.86 %
Russell 2000* $2,975.48 493.57 19.89 %
S&P 500 Index* $7,365.46 519.96 7.60 %





* Return does not include reinvestment of dividends.