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 7/18/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.33 -0.10 -0.61 %
Russell 2000* $2,240.00 -13.68 -0.61 %
S&P 500 Index* $6,296.79 -0.57 -0.01 %


Month to Date Performance
Pinnacle Value Fund $16.33 0.27 1.68 %
Russell 2000* $2,240.00 64.97 2.99 %
S&P 500 Index* $6,296.79 91.84 1.48 %


Year to Date Performance
Pinnacle Value Fund $16.33 -0.11 -0.67 %
Russell 2000* $2,240.00 9.85 0.44 %
S&P 500 Index* $6,296.79 415.16 7.06 %





* Return does not include reinvestment of dividends.