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 12/12/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.10 -1.50 -8.52 %
Russell 2000* $2,551.46 -39.15 -1.51 %
S&P 500 Index* $6,827.41 -73.59 -1.07 %


Month to Date Performance
Pinnacle Value Fund $16.10 -1.23 -7.10 %
Russell 2000* $2,551.46 51.02 2.04 %
S&P 500 Index* $6,827.41 -21.68 -0.32 %


Year to Date Performance
Pinnacle Value Fund $16.10 -0.34 -2.07 %
Russell 2000* $2,551.46 321.31 14.41 %
S&P 500 Index* $6,827.41 945.78 16.08 %





* Return does not include reinvestment of dividends.