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 12/24/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $15.98 0.05 0.31 %
Russell 2000* $2,548.08 6.96 0.27 %
S&P 500 Index* $6,932.05 22.26 0.32 %


Month to Date Performance
Pinnacle Value Fund $15.98 0.14 0.83 %
Russell 2000* $2,548.08 47.65 1.91 %
S&P 500 Index* $6,932.05 82.96 1.21 %


Year to Date Performance
Pinnacle Value Fund $15.98 1.03 6.28 %
Russell 2000* $2,548.08 317.93 14.26 %
S&P 500 Index* $6,932.05 1,050.42 17.86 %





* Return does not include reinvestment of dividends.