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 4/17/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.25 0.10 0.58 %
Russell 2000* $2,776.90 57.30 2.11 %
S&P 500 Index* $7,126.06 84.78 1.20 %


Month to Date Performance
Pinnacle Value Fund $17.25 0.70 4.23 %
Russell 2000* $2,776.90 280.53 11.24 %
S&P 500 Index* $7,126.06 597.54 9.15 %


Year to Date Performance
Pinnacle Value Fund $17.25 1.32 8.29 %
Russell 2000* $2,776.90 294.99 11.89 %
S&P 500 Index* $7,126.06 280.56 4.10 %





* Return does not include reinvestment of dividends.