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 7/15/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.30 -0.27 -1.63 %
Russell 2000* $2,205.05 -44.67 -1.99 %
S&P 500 Index* $6,243.76 -24.80 -0.40 %


Month to Date Performance
Pinnacle Value Fund $16.30 0.24 1.49 %
Russell 2000* $2,205.05 30.02 1.38 %
S&P 500 Index* $6,243.76 38.81 0.63 %


Year to Date Performance
Pinnacle Value Fund $16.30 -0.14 -0.85 %
Russell 2000* $2,205.05 -25.10 -1.13 %
S&P 500 Index* $6,243.76 362.13 6.16 %





* Return does not include reinvestment of dividends.