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 6/12/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.74 0.09 0.51 %
Russell 2000* $2,943.99 22.96 0.79 %
S&P 500 Index* $7,431.46 37.16 0.50 %


Month to Date Performance
Pinnacle Value Fund $17.74 0.40 2.31 %
Russell 2000* $2,943.99 24.65 0.84 %
S&P 500 Index* $7,431.46 -148.60 -1.96 %


Year to Date Performance
Pinnacle Value Fund $17.74 1.81 11.36 %
Russell 2000* $2,943.99 462.09 18.62 %
S&P 500 Index* $7,431.46 585.96 8.56 %





* Return does not include reinvestment of dividends.