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 12/19/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.00 -0.07 -0.44 %
Russell 2000* $2,529.42 21.56 0.86 %
S&P 500 Index* $6,834.50 59.74 0.88 %


Month to Date Performance
Pinnacle Value Fund $16.00 0.16 0.95 %
Russell 2000* $2,529.42 28.99 1.16 %
S&P 500 Index* $6,834.50 -14.59 -0.21 %


Year to Date Performance
Pinnacle Value Fund $16.00 1.05 6.42 %
Russell 2000* $2,529.42 299.27 13.42 %
S&P 500 Index* $6,834.50 952.87 16.20 %





* Return does not include reinvestment of dividends.