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 8/14/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.58 -0.14 -0.84 %
Russell 2000* $2,299.08 -28.97 -1.24 %
S&P 500 Index* $6,468.54 1.96 0.03 %


Month to Date Performance
Pinnacle Value Fund $16.58 0.55 3.43 %
Russell 2000* $2,299.08 87.44 3.95 %
S&P 500 Index* $6,468.54 129.15 2.04 %


Year to Date Performance
Pinnacle Value Fund $16.58 0.14 0.85 %
Russell 2000* $2,299.08 68.93 3.09 %
S&P 500 Index* $6,468.54 586.91 9.98 %





* Return does not include reinvestment of dividends.