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 5/5/2026
Daily Performance
Price Change % Change
Pinnacle Value Fund $17.44 0.16 0.93 %
Russell 2000* $2,845.00 49.01 1.75 %
S&P 500 Index* $7,259.22 58.47 0.81 %


Month to Date Performance
Pinnacle Value Fund $17.44 0.08 0.46 %
Russell 2000* $2,845.00 45.10 1.61 %
S&P 500 Index* $7,259.22 50.21 0.70 %


Year to Date Performance
Pinnacle Value Fund $17.44 1.51 9.48 %
Russell 2000* $2,845.00 363.10 14.63 %
S&P 500 Index* $7,259.22 413.72 6.04 %





* Return does not include reinvestment of dividends.