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 1/14/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.57 0.09 0.55 %
Russell 2000* $2,651.64 18.53 0.70 %
S&P 500 Index* $6,926.60 -37.14 -0.53 %


Month to Date Performance
Pinnacle Value Fund $16.57 0.64 4.02 %
Russell 2000* $2,651.64 169.73 6.84 %
S&P 500 Index* $6,926.60 81.10 1.18 %


Year to Date Performance
Pinnacle Value Fund $16.57 0.64 4.02 %
Russell 2000* $2,651.64 169.73 6.84 %
S&P 500 Index* $6,926.60 81.10 1.18 %





* Return does not include reinvestment of dividends.