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 8/1/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $15.93 -0.10 -0.62 %
Russell 2000* $2,181.92 15.14 0.70 %
S&P 500 Index* $6,300.05 62.04 0.99 %


Month to Date Performance
Pinnacle Value Fund $15.93 -0.10 -0.62 %
Russell 2000* $2,181.92 -29.72 -1.34 %
S&P 500 Index* $6,300.05 -39.34 -0.62 %


Year to Date Performance
Pinnacle Value Fund $15.93 -0.51 -3.10 %
Russell 2000* $2,181.92 -48.23 -2.16 %
S&P 500 Index* $6,300.05 418.42 7.11 %





* Return does not include reinvestment of dividends.