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 9/4/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $18.40 0.10 0.55 %
Russell 2000* $2,975.65 7.38 0.25 %
S&P 500 Index* $7,718.60 -29.11 -0.38 %


Month to Date Performance
Pinnacle Value Fund $18.40 0.19 1.04 %
Russell 2000* $2,975.65 19.20 0.65 %
S&P 500 Index* $7,718.60 32.46 0.42 %


Year to Date Performance
Pinnacle Value Fund $18.40 2.47 15.51 %
Russell 2000* $2,975.65 493.74 19.89 %
S&P 500 Index* $7,718.60 873.10 12.75 %





* Return does not include reinvestment of dividends.