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 9/16/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.18 0.07 0.41 %
Russell 2000* $2,403.03 -2.10 -0.09 %
S&P 500 Index* $6,606.76 -8.52 -0.13 %


Month to Date Performance
Pinnacle Value Fund $17.18 0.36 2.14 %
Russell 2000* $2,403.03 36.61 1.55 %
S&P 500 Index* $6,606.76 146.50 2.27 %


Year to Date Performance
Pinnacle Value Fund $17.18 0.74 4.50 %
Russell 2000* $2,403.03 172.88 7.75 %
S&P 500 Index* $6,606.76 725.13 12.33 %





* Return does not include reinvestment of dividends.