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 6/9/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $15.52 -0.03 -0.19 %
Russell 2000* $2,144.44 12.20 0.57 %
S&P 500 Index* $6,005.88 5.52 0.09 %


Month to Date Performance
Pinnacle Value Fund $15.52 0.07 0.45 %
Russell 2000* $2,144.44 78.16 3.78 %
S&P 500 Index* $6,005.88 94.19 1.59 %


Year to Date Performance
Pinnacle Value Fund $15.52 -0.92 -5.60 %
Russell 2000* $2,144.44 -85.71 -3.84 %
S&P 500 Index* $6,005.88 124.25 2.11 %





* Return does not include reinvestment of dividends.