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 5/12/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.18 -0.14 -0.81 %
Russell 2000* $2,842.83 -27.81 -0.97 %
S&P 500 Index* $7,400.96 -11.88 -0.16 %


Month to Date Performance
Pinnacle Value Fund $17.18 -0.18 -1.04 %
Russell 2000* $2,842.83 42.93 1.53 %
S&P 500 Index* $7,400.96 191.95 2.66 %


Year to Date Performance
Pinnacle Value Fund $17.18 1.25 7.85 %
Russell 2000* $2,842.83 360.92 14.54 %
S&P 500 Index* $7,400.96 555.46 8.11 %





* Return does not include reinvestment of dividends.