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 6/30/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.06 -0.04 -0.25 %
Russell 2000* $2,175.03 2.51 0.12 %
S&P 500 Index* $6,204.95 31.88 0.52 %


Month to Date Performance
Pinnacle Value Fund $16.06 0.61 3.95 %
Russell 2000* $2,175.03 108.75 5.26 %
S&P 500 Index* $6,204.95 293.26 4.96 %


Year to Date Performance
Pinnacle Value Fund $16.06 -0.38 -2.31 %
Russell 2000* $2,175.03 -55.12 -2.47 %
S&P 500 Index* $6,204.95 323.32 5.50 %





* Return does not include reinvestment of dividends.