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 9/15/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $18.22 0.02 0.11 %
Russell 2000* $2,870.29 -21.95 -0.76 %
S&P 500 Index* $7,585.73 -34.25 -0.45 %


Month to Date Performance
Pinnacle Value Fund $18.22 0.01 0.05 %
Russell 2000* $2,870.29 -86.17 -2.91 %
S&P 500 Index* $7,585.73 -100.41 -1.31 %


Year to Date Performance
Pinnacle Value Fund $18.22 2.29 14.38 %
Russell 2000* $2,870.29 388.38 15.65 %
S&P 500 Index* $7,585.73 740.23 10.81 %





* Return does not include reinvestment of dividends.