It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SNA: Snap-on Incorporated (STOCK)
Basic Info 379.77 0.87(0.23%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/21/1973 |
| Last Dividend Date: | 05/20/2026 |
| 12-Mo. Yield | 2.93% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1973 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 11.7 | 22.3 | 16.6 | 11.2 | 11.8 | 16.0 | 14.4 | 8.6 | 4.3 | 20.7 | 29.7 | 8.9 | 28.8 | 4.0 | 19.5 | -14.9 | 3.6 | 1.5 | 27.1 | 26.8 | 41.1 | 59.4 | -8.4 | 37.6 | 11.3 | -16.3 | 3.5 | 30.1 | 12.5 | 10.0 | 18.8 | -13.7 | 24.8 | 8.7 | -23.7 | -20.2 | 22.5 | 18.1 | 36.1 | -12.2 | 20.7 | -3.1 | 2.0 | -2.3 | -7.1 | 0.7 | 35.6 | 22.4 | 20.5 | 13.0 | 13.9 | 27.8 | 6.3 | -26.0 | 47.3 | 33.9 | -19.3 | 5.5 | 52.4 | -55.3 | -13.0 |
| Sharpe Ratio | NA | 1.23 | 0.94 | 0.58 | 0.36 | 0.37 | NA | NA | 0.19 | 0.06 | 0.71 | 1.22 | 0.29 | 1.13 | 0.08 | 0.75 | -0.63 | 0.15 | 0.06 | 1.45 | 1.41 | 2.35 | 2.67 | -0.26 | 1.44 | 0.24 | -0.36 | 0.01 | 1.26 | 0.56 | 0.4 | 0.82 | -0.48 | 0.76 | 0.11 | -0.94 | -0.76 | 0.88 | 0.79 | 1.78 | -0.72 | 0.94 | -0.24 | -0.06 | -0.28 | -0.58 | -0.15 | 0.66 | 0.6 | 0.63 | 0.24 | 0.23 | 0.6 | -0.12 | -0.98 | 1.38 | 1.09 | -0.88 | 0.08 | 1.27 | -1.13 | -0.54 |
| Draw Down(%) | NA | 8.5 | 8.5 | 20.8 | 22.6 | 47.4 | NA | NA | 70.1 | 18.0 | 13.4 | 14.7 | 15.3 | 20.5 | 43.4 | 15.5 | 27.3 | 21.0 | 21.0 | 12.1 | 11.2 | 6.8 | 8.8 | 33.3 | 18.4 | 49.2 | 53.1 | 19.3 | 13.3 | 12.1 | 19.3 | 19.7 | 37.5 | 28.8 | 33.7 | 28.9 | 43.4 | 14.9 | 13.3 | 9.4 | 30.5 | 16.8 | 31.9 | 16.1 | 29.8 | 29.2 | 25.9 | 45.2 | 18.4 | 19.1 | 15.6 | 20.6 | 20.6 | 38.3 | 33.3 | 15.4 | 21.7 | 27.4 | 17.9 | 32.7 | 59.8 | 41.3 |
| Standard Deviation(%) | NA | 21.8 | 21.0 | 23.0 | 23.9 | 27.2 | NA | NA | 29.5 | 24.5 | 24.0 | 21.6 | 26.1 | 25.6 | 48.6 | 23.9 | 25.9 | 19.7 | 21.9 | 18.7 | 19.0 | 17.5 | 22.4 | 32.7 | 26.1 | 45.8 | 48.2 | 33.0 | 21.2 | 18.2 | 22.4 | 22.0 | 31.1 | 29.9 | 42.8 | 28.7 | 31.0 | 21.2 | 18.1 | 18.0 | 21.2 | 19.8 | 23.2 | 30.3 | 27.5 | 22.5 | 28.2 | 47.2 | 30.1 | 23.9 | 25.0 | 33.2 | 32.9 | 34.0 | 35.2 | 28.7 | 26.5 | 26.2 | 22.4 | 37.6 | 53.8 | 37.7 |
| Treynor Ratio | NA | 0.42 | 0.3 | 0.18 | 0.11 | 0.11 | NA | NA | 0.06 | 0.02 | 0.21 | 0.3 | 0.1 | 0.34 | 0.04 | 0.16 | -0.19 | 0.03 | 0.01 | 0.28 | 0.23 | 0.35 | 0.49 | -0.07 | 0.3 | 0.09 | -0.18 | 0.0 | 0.26 | 0.1 | 0.12 | 0.19 | -0.18 | 0.28 | 0.05 | -0.67 | -0.42 | 0.28 | 0.21 | 0.49 | -0.29 | 0.33 | -0.08 | -0.02 | -0.1 | -0.23 | -0.06 | 0.33 | 0.21 | 0.48 | 0.07 | 0.19 | 0.33 | -0.06 | -0.67 | 0.31 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.06 | 0.02 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | -0.03 | 0.01 | 0.03 | 0.1 | 0.03 | -0.04 | -0.05 | -0.04 | -0.07 | -0.04 | 0.09 | 0.04 | 0.01 | 0.12 | -0.04 | 0.06 | -0.06 | 0.12 | 0.01 | 0.05 | 0.03 | 0.01 | -0.02 | 0.03 | 0.14 | 0.09 | -0.13 | -0.14 | 0.0 | 0.01 | 0.04 | -0.05 | 0.06 | -0.03 | -0.08 | 0.01 | -0.09 | -0.03 | 0.13 | 0.06 | 0.05 | 0.04 | 0.03 | 0.06 | 0.06 | -0.16 | 0.19 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.63 | 0.66 | 0.76 | 0.79 | 0.92 | NA | NA | 0.88 | 0.75 | 0.81 | 0.86 | 0.77 | 0.84 | 1.07 | 1.15 | 0.85 | 1.18 | 1.1 | 0.96 | 1.17 | 1.16 | 1.22 | 1.28 | 1.24 | 1.32 | 0.93 | 1.07 | 1.01 | 1.02 | 0.78 | 0.95 | 0.8 | 0.81 | 0.83 | 0.4 | 0.56 | 0.67 | 0.69 | 0.65 | 0.52 | 0.56 | 0.71 | 0.9 | 0.81 | 0.58 | 0.73 | 0.94 | 0.87 | 0.31 | 0.84 | 0.41 | 0.6 | 0.67 | 0.51 | 1.28 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.16 | 0.14 | 0.24 | 0.32 | 0.38 | NA | NA | 0.25 | 0.33 | 0.19 | 0.28 | 0.5 | 0.18 | 0.57 | 0.36 | 0.32 | 0.16 | 0.43 | 0.63 | 0.48 | 0.54 | 0.47 | 0.83 | 0.73 | 0.61 | 0.62 | 0.26 | 0.22 | 0.33 | 0.16 | 0.54 | 0.46 | 0.34 | 0.19 | 0.06 | 0.14 | 0.33 | 0.2 | 0.08 | 0.06 | 0.06 | 0.09 | 0.19 | 0.22 | 0.11 | 0.2 | 0.41 | 0.22 | 0.02 | 0.19 | 0.03 | 0.11 | 0.08 | 0.06 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.4 | 3.0 | 3.2 | 2.9 | 3.5 | 7.5 | 8.5 | N/A | 2.6 | 2.7 | 2.9 | 2.8 | 3.1 | 2.6 | 2.7 | 1.9 | 1.7 | 1.5 | 1.6 | 1.7 | 2.0 | 2.7 | 2.2 | 2.8 | 2.9 | 2.6 | 2.3 | 2.8 | 2.9 | 3.1 | 3.5 | 2.9 | 3.5 | 3.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -44.9 | 14.3 | 50.8 | 98.0 | 272.8 | 420.8 | 993.1 | N/A | 14.8 | 14.9 | 14.3 | 15.1 | 14.3 | 13.7 | 15.2 | 15.6 | 16.1 | 15.5 | 18.9 | 17.1 | 12.9 | 7.7 | 6.6 | 1.7 | 0.0 | 8.1 | 2.8 | 8.0 | 0.0 | 0.0 | 3.1 | 1.0 | 2.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/1973
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to SNA
Related 401K Plans
| 1. SNAP-ON INCORPORATED 401(k) SAVINGS PLAN | (0%) |
