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 8/29/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.82 -0.07 -0.41 %
Russell 2000* $2,269.35 -7.25 -0.32 %
S&P 500 Index* $6,395.78 -15.59 -0.24 %


Month to Date Performance
Pinnacle Value Fund $16.82 0.79 4.93 %
Russell 2000* $2,269.35 57.71 2.61 %
S&P 500 Index* $6,395.78 56.39 0.89 %


Year to Date Performance
Pinnacle Value Fund $16.82 0.38 2.31 %
Russell 2000* $2,269.35 39.20 1.76 %
S&P 500 Index* $6,395.78 514.15 8.74 %





* Return does not include reinvestment of dividends.