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 8/19/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $18.52 -0.07 -0.38 %
Russell 2000* $3,032.94 15.05 0.50 %
S&P 500 Index* $7,707.98 16.22 0.21 %


Month to Date Performance
Pinnacle Value Fund $18.52 0.51 2.83 %
Russell 2000* $3,032.94 101.60 3.47 %
S&P 500 Index* $7,707.98 218.26 2.91 %


Year to Date Performance
Pinnacle Value Fund $18.52 2.59 16.26 %
Russell 2000* $3,032.94 551.04 22.20 %
S&P 500 Index* $7,707.98 862.48 12.60 %





* Return does not include reinvestment of dividends.