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 3/4/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.18 0.16 0.94 %
Russell 2000* $2,636.01 27.66 1.06 %
S&P 500 Index* $6,869.50 52.87 0.78 %


Month to Date Performance
Pinnacle Value Fund $17.18 0.07 0.41 %
Russell 2000* $2,636.01 3.65 0.14 %
S&P 500 Index* $6,869.50 -9.38 -0.14 %


Year to Date Performance
Pinnacle Value Fund $17.18 1.25 7.85 %
Russell 2000* $2,636.01 154.11 6.21 %
S&P 500 Index* $6,869.50 24.00 0.35 %





* Return does not include reinvestment of dividends.