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 7/23/2025
Daily Performance
Price Change % Change
Pinnacle Value Fund $16.63 0.17 1.03 %
Russell 2000* $2,283.12 34.37 1.53 %
S&P 500 Index* $6,358.91 49.29 0.78 %


Month to Date Performance
Pinnacle Value Fund $16.63 0.57 3.55 %
Russell 2000* $2,283.12 108.09 4.97 %
S&P 500 Index* $6,358.91 153.96 2.48 %


Year to Date Performance
Pinnacle Value Fund $16.63 0.19 1.16 %
Russell 2000* $2,283.12 52.97 2.38 %
S&P 500 Index* $6,358.91 477.28 8.11 %





* Return does not include reinvestment of dividends.