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 12/4/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.33 -0.12 -0.69 %
Russell 2000* $2,531.16 19.02 0.76 %
S&P 500 Index* $6,857.12 7.40 0.11 %


Month to Date Performance
Pinnacle Value Fund $17.33 0.00 0.00 %
Russell 2000* $2,531.16 30.72 1.23 %
S&P 500 Index* $6,857.12 8.03 0.12 %


Year to Date Performance
Pinnacle Value Fund $17.33 0.89 5.41 %
Russell 2000* $2,531.16 301.01 13.50 %
S&P 500 Index* $6,857.12 975.49 16.59 %





* Return does not include reinvestment of dividends.