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 7/2/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.76 0.02 0.11 %
Russell 2000* $2,996.11 -16.48 -0.55 %
S&P 500 Index* $7,483.24 0.01 0.00 %


Month to Date Performance
Pinnacle Value Fund $17.76 0.05 0.28 %
Russell 2000* $2,996.11 -28.26 -0.93 %
S&P 500 Index* $7,483.24 -16.12 -0.21 %


Year to Date Performance
Pinnacle Value Fund $17.76 1.83 11.49 %
Russell 2000* $2,996.11 514.20 20.72 %
S&P 500 Index* $7,483.24 637.74 9.32 %





* Return does not include reinvestment of dividends.