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 3/24/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.63 0.10 0.60 %
Russell 2000* $2,505.44 11.22 0.45 %
S&P 500 Index* $6,556.37 -24.63 -0.37 %


Month to Date Performance
Pinnacle Value Fund $16.63 -0.48 -2.81 %
Russell 2000* $2,505.44 -126.92 -4.82 %
S&P 500 Index* $6,556.37 -322.51 -4.69 %


Year to Date Performance
Pinnacle Value Fund $16.63 0.70 4.39 %
Russell 2000* $2,505.44 23.54 0.95 %
S&P 500 Index* $6,556.37 -289.13 -4.22 %





* Return does not include reinvestment of dividends.