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 12/5/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.21 -0.12 -0.69 %
Russell 2000* $2,521.48 -9.67 -0.38 %
S&P 500 Index* $6,870.40 13.28 0.19 %


Month to Date Performance
Pinnacle Value Fund $17.21 -0.12 -0.69 %
Russell 2000* $2,521.48 21.05 0.84 %
S&P 500 Index* $6,870.40 21.31 0.31 %


Year to Date Performance
Pinnacle Value Fund $17.21 0.77 4.68 %
Russell 2000* $2,521.48 291.33 13.06 %
S&P 500 Index* $6,870.40 988.77 16.81 %





* Return does not include reinvestment of dividends.