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
   

5 Year Historical Results


Performance
  2012 2011 2010 2009 2008
  Pinnacle Value Fund (1) 18.9% -4.9% 13.5% 12.7% -16.9%
  Russell 2000 (1) 16.3% -4.2% 26.9% 27.1% -33.8%
  S&P 500 Index (1) 15.9% 2.1% 15.1% 26.5% -37.0%
 


           
Distributions (2)
2012 2011 2010 2009 2008
Short Term Capital Gain $0.00 $0.00 $0.00 $0.00 $0.12
Long Term Capital Gain 0.56 0.00 0.00 0.04 1.21
Qualified Dividends 0.00 0.00 0.00 0.00 0.14
  $0.56 $0.00 $0.00 $0.04 $1.47

 
(1) Includes dividend reinvestment
(2) Distributions normally paid in late December