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 5/8/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $15.15 0.12 0.80 %
Russell 2000* $2,026.41 36.75 1.85 %
S&P 500 Index* $5,663.94 32.66 0.58 %


Month to Date Performance
Pinnacle Value Fund $15.15 -0.28 -1.81 %
Russell 2000* $2,026.41 62.30 3.17 %
S&P 500 Index* $5,663.94 94.88 1.70 %


Year to Date Performance
Pinnacle Value Fund $15.15 -1.29 -7.85 %
Russell 2000* $2,026.41 -203.74 -9.14 %
S&P 500 Index* $5,663.94 -217.69 -3.70 %





* Return does not include reinvestment of dividends.