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 6/8/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.57 0.05 0.29 %
Russell 2000* $2,855.42 21.92 0.77 %
S&P 500 Index* $7,405.73 21.99 0.30 %


Month to Date Performance
Pinnacle Value Fund $17.57 0.23 1.33 %
Russell 2000* $2,855.42 -63.91 -2.19 %
S&P 500 Index* $7,405.73 -174.33 -2.30 %


Year to Date Performance
Pinnacle Value Fund $17.57 1.64 10.30 %
Russell 2000* $2,855.42 373.52 15.05 %
S&P 500 Index* $7,405.73 560.23 8.18 %





* Return does not include reinvestment of dividends.