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 10/8/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.77 0.03 0.18 %
Russell 2000* $2,483.99 25.57 1.04 %
S&P 500 Index* $6,753.72 39.13 0.58 %


Month to Date Performance
Pinnacle Value Fund $16.77 -0.04 -0.24 %
Russell 2000* $2,483.99 47.50 1.95 %
S&P 500 Index* $6,753.72 65.26 0.98 %


Year to Date Performance
Pinnacle Value Fund $16.77 0.33 2.01 %
Russell 2000* $2,483.99 253.84 11.38 %
S&P 500 Index* $6,753.72 872.09 14.83 %





* Return does not include reinvestment of dividends.