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 9/18/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $18.14 -0.06 -0.33 %
Russell 2000* $2,858.81 -11.47 -0.40 %
S&P 500 Index* $7,551.81 -33.92 -0.45 %


Month to Date Performance
Pinnacle Value Fund $18.14 -0.07 -0.38 %
Russell 2000* $2,858.81 -97.64 -3.30 %
S&P 500 Index* $7,551.81 -134.33 -1.75 %


Year to Date Performance
Pinnacle Value Fund $18.14 2.21 13.87 %
Russell 2000* $2,858.81 376.90 15.19 %
S&P 500 Index* $7,551.81 706.31 10.32 %





* Return does not include reinvestment of dividends.