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 9/15/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.11 -0.08 -0.47 %
Russell 2000* $2,405.13 8.07 0.34 %
S&P 500 Index* $6,615.28 30.99 0.47 %


Month to Date Performance
Pinnacle Value Fund $17.11 0.29 1.72 %
Russell 2000* $2,405.13 38.71 1.64 %
S&P 500 Index* $6,615.28 155.02 2.40 %


Year to Date Performance
Pinnacle Value Fund $17.11 0.67 4.08 %
Russell 2000* $2,405.13 174.98 7.85 %
S&P 500 Index* $6,615.28 733.65 12.47 %





* Return does not include reinvestment of dividends.