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 5/30/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $15.45 0.02 0.13 %
Russell 2000* $2,066.28 -8.49 -0.41 %
S&P 500 Index* $5,911.69 -0.48 -0.01 %


Month to Date Performance
Pinnacle Value Fund $15.45 0.02 0.13 %
Russell 2000* $2,066.28 102.17 5.20 %
S&P 500 Index* $5,911.69 342.63 6.15 %


Year to Date Performance
Pinnacle Value Fund $15.45 -0.99 -6.02 %
Russell 2000* $2,066.28 -163.87 -7.35 %
S&P 500 Index* $5,911.69 30.06 0.51 %





* Return does not include reinvestment of dividends.