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 10/13/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.50 0.17 1.04 %
Russell 2000* $2,461.42 66.82 2.79 %
S&P 500 Index* $6,654.72 102.21 1.56 %


Month to Date Performance
Pinnacle Value Fund $16.50 -0.31 -1.84 %
Russell 2000* $2,461.42 24.93 1.02 %
S&P 500 Index* $6,654.72 -33.74 -0.50 %


Year to Date Performance
Pinnacle Value Fund $16.50 0.06 0.36 %
Russell 2000* $2,461.42 231.27 10.37 %
S&P 500 Index* $6,654.72 773.09 13.14 %





* Return does not include reinvestment of dividends.