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 2/26/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.13 0.01 0.06 %
Russell 2000* $2,677.29 13.96 0.52 %
S&P 500 Index* $6,908.86 -37.27 -0.54 %


Month to Date Performance
Pinnacle Value Fund $17.13 0.44 2.64 %
Russell 2000* $2,677.29 63.55 2.43 %
S&P 500 Index* $6,908.86 -30.17 -0.43 %


Year to Date Performance
Pinnacle Value Fund $17.13 1.20 7.53 %
Russell 2000* $2,677.29 195.38 7.87 %
S&P 500 Index* $6,908.86 63.36 0.93 %





* Return does not include reinvestment of dividends.