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 6/27/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.10 0.01 0.06 %
Russell 2000* $2,172.52 0.42 0.02 %
S&P 500 Index* $6,173.07 32.05 0.52 %


Month to Date Performance
Pinnacle Value Fund $16.10 0.65 4.21 %
Russell 2000* $2,172.52 106.24 5.14 %
S&P 500 Index* $6,173.07 261.38 4.42 %


Year to Date Performance
Pinnacle Value Fund $16.10 -0.34 -2.07 %
Russell 2000* $2,172.52 -57.63 -2.58 %
S&P 500 Index* $6,173.07 291.44 4.96 %





* Return does not include reinvestment of dividends.