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 7/1/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.25 0.19 1.18 %
Russell 2000* $2,197.53 22.50 1.03 %
S&P 500 Index* $6,198.01 -6.94 -0.11 %


Month to Date Performance
Pinnacle Value Fund $16.25 0.19 1.18 %
Russell 2000* $2,197.53 22.50 1.03 %
S&P 500 Index* $6,198.01 -6.94 -0.11 %


Year to Date Performance
Pinnacle Value Fund $16.25 -0.19 -1.16 %
Russell 2000* $2,197.53 -32.62 -1.46 %
S&P 500 Index* $6,198.01 316.38 5.38 %





* Return does not include reinvestment of dividends.