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 8/8/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.47 0.04 0.24 %
Russell 2000* $2,218.41 3.70 0.17 %
S&P 500 Index* $6,389.45 49.45 0.78 %


Month to Date Performance
Pinnacle Value Fund $16.47 0.44 2.74 %
Russell 2000* $2,218.41 6.77 0.31 %
S&P 500 Index* $6,389.45 50.06 0.79 %


Year to Date Performance
Pinnacle Value Fund $16.47 0.03 0.18 %
Russell 2000* $2,218.41 -11.74 -0.53 %
S&P 500 Index* $6,389.45 507.82 8.63 %





* Return does not include reinvestment of dividends.